MST 1797
MST 1797
MST 1797
REINSTATEMENT POUND
MIL-STD-1797A
NOTICE 3
24 August 2004
SUPERSEDING
NOTICE 2
19 December 1997
DEPARTMENT OF DEFENSE
INTERFACE STANDARD
MIL-STD-1797A, dated 30 January 1990, is hereby reinstated and may be used for acquisition.
NOTE: The activities listed above were interested in this document as of the date of this document.
Since organizations and responsibilities can change, you should verify the currency of the information
above using the ASSIST Online database at www.dodssp.daps.mil.
MIL-STD-1797A
NOTICE 2
19 December 1997
DEPARTMENT OF DEFENSE
INTERFACE STANDARD
FLYING QUALITIES
OF
PILOTED AIRCRAFT
MIL-STD-1797A, dated 30 January 1990, is hereby canceled. However, the technical information and the
lessons learned from this standard have been preserved in MIL-HDBK-1797. MIL-HDBK-1797 is for
guidance only and should not be cited as a requirement, but information in the handbook may be useful in
determining or evaluating requirements.
(Project 15GP-0043)
FSC 15GP
MIL-STD-1797A
NOTICE 1
28 June 1995
DEPARTMENT OF DEFENSE
INTERFACE STANDARD
FLYING QUALITIES
OF
PILOTED AIRCRAFT
Page 38
4.6.5.3, line 3, change to read: “system due to pilot action shall not exceed…”.
Page 39
4.6.6.2, first sentence, change to read: “Yaw control power shall be sufficient…”.
Page 58
20.3, sixth reference on page. Delete “MIL-F-25140” and substitute “MIL-W-25140”.
i
MIL-STD-1797A
NOTICE 1
Page 80
3.2, Requirement Guidance, Category B, line 3. Delete "light-path" and substitute "flight-path".
Page 96
4.1.4.1, Requirement Guidance, d. Delete "VominPA" and substitute “ Vomin PA ”.
4.1.4.1, Requirement Guidance, d, lines 2, 3, 4. and 6. Delete "Vs "and substitute “VS”.
Page 101
4.1.4.2, Requirement Guidance, 2.e, first line. Delete "what" and substitute “that".
Page 103
4.1.4.3, Requirement Guidance, next to last paragraph, line 3. Change to read: "…sea level while
remaining…”.
4.1.4.3, Requirement Guidance, next to last paragraph, line 7. Change to read: “…(commonly used for
structural…”.
Page 122
Figure 8, Change title to read: "Definition of Levels which include atmospheric disturbances as well as
failures -Suggested by Carlson (AFFDL-TR-78-171)."
Page 137
5.1.11.2, Verification Guidance, last sentence. Change to read: “… will likely be at the boundaries of...”.
Page 139
4.1.11.4, Requirement Guidance, line 2. Change to read: "Recommended minimum time delay: A default
value would be 1 second.”
4.1.11.4, Requirement Guidance, last sentence. Change to read: “Table IX and the paragraph following it
are excerpts.'
Page 144
4.1.11.5. Requirement Guidance, third paragraph, line 2. Delete " C1β ” and substitute “Clβ”.
Page 146
5.1.11.5, Verification Guidance, third paragraph, lines 2 and 3. Change to read: “ …To these margins
must be added another nose-down control…”.
5.1.11.5, Verification Guidance, last paragraph, line 2. Change to read: "needed: ∆δmarg is the sum of
turbulence and sensor-wise components, ∆δtran provides…”.
Page 159
4.1.12. 11 line 3. Change to read: “...aircraft motion produced, be conveniently and ...”.
2
MIL-STD-1797A
NOTICE 1
Page 160
4.1.12.4 through 4.1.12.11, Requirement Rationale, first line. Change to read: “…directly to the flight
control system applies…”.
Page 167
−τ
es
4.2.1.1, Requirement Guidance, Equation, last term in numerator. Change to read " e ".
Page 169
4.2 through 4.2.1.1, Requirement Lessons Learned, third paragraph, line 1. Change to read "... angle of
attack above that for zero 1 / Th1 .or dγ / dV . These…".
Page 175
4.2.1.2, Requirement Guidance, second and third expressions. Change to read:
(
Mδ Z w 1 Tθ1 ) ( ) −τθs
Mδ 1 Tθ2 e
Mα [ζ p ; ωp ] s [ζ sp ; ωsp ]
and
Page 177
4.2.1.2, Requirement Guidance, line 8. Change to read "...can be ignored, leaving the az/δes
numerator…”.
4.2.1.2, Requirement Guidance, last paragraph, line 4. Change to read “…(LOES) of the θ/Fes transfer
function…”.
Page 184
4.2.1.2, Requirement Guidance, last line. Change to read “…short-period approximation),".
Page 187
4.2.1.2, Requirement Guidance, line 2. Change to read “…and 16 ftc, the specified Level 1…”.
Page 194
Figure 25, approximately center of figure. Delete “15,2" and substitute "1.5,2".
Figure 25, legend box, P.R. Scale, second listing. Delete "COPPER-HARPER" and substitute "COOPER-
HARPER”.
Figure 25, title. Change to read: "Comparison of pilot ratings with Category A short-period frequency
requirements."
Page 195
Figure 26, legend box, P.R. Scale, second listing. Delete "COPPER-HARPER" and substitute "COOPER-
HARPER".
3
MIL-STD-1797A
NOTICE 1
Page 196
Figure 27, legend box, P.R. Scale, second listing. Delete "COPPER-HARPER" and substitute “COOPER-
HARPER".
Page 197
Figure 29, legend box, P.R. Scale, second listing. Delete "COPPER-HARPER" and substitute ”COOPER-
HARPER".
Figure 29, right edge of figure. Delete "Boundaries from AGARD-CP-333" and substitute "Boundaries
from AGARD-CP-333, Gibson".
Page 200
Figures 33 and 35, fourth diagonal line. Delete “LEVELS 2" and substitute "LEVEL 2".
Figure 35, legend in upper left hand corner, last line. Delete "4,000 43" and substitute "4,000 431".
Page 201
Figure 36. Rotate the figure 90 degrees counterclockwise.
Page 219
Next to last equation. Delete and substitute:
ω 2sp &θ&
0 q ss ∆t g
= ≅ −
n/α n z ss q ss VT g V T ∆t
Page 259
Frequency-response magnitude and phase, second equation under Exact: Delete and substitute:
Φ = ± tan −1 (τω)
Page 260
Equation at bottom of page. Delete and substitute:
ζ = K q TqM / 2
δ
Page 290
4.2.7.2.1, last sentence. Change to read: “…result in departure or exceedance of load factor units."
Page 294
4.2.7.3, Lessons Learned, pages 2 and 3. Change to read: "…lt was possible to mis-set trim for takeoff so
that -24 deg deflection ...”.
4
MIL-STD-1797A
NOTICE 1
Page 303
Table XVII, last line of section a. Change to read: "* For nL <3, (Fs / n) max is 28.0...”.
Page 305
Figure 101, center of figure, denominator, twice. Delete "(n/d)" and substitute "(n/α)".
Page 329
Table XV111, last column heading. Delete "das/Fas" and substitute “δas/Fas”.
Page 364
Figure 130, legend in lower right comer. Delete "REFERENCE AFFDL-TR-65-227" and "REFERENCE
NASA-TND-2251"and substitute "AFFDL-TR-65-227" and "NASA-TND-2251”.
Page 366
5.3.1.2, Verification Guidance, second line of equation. Delete “-sin (a+ it)" and substitute "-sin (α+ it)".
Page 375
4.4.1.1, Requirement Guidance, fifth paragraph, line 6. Change expression to read: “(M2cos2∆ - 1)-1/2”.
Page 377
4.5.1.1, Requirement Guidance, first equation following second paragraph. Change denominator in
second part of equation to read: “(1/TS) (1/TR) [ζ d , ω d ] ”.
4.5.1.1, Requirement Guidance, second equation following second paragraph. Change numerator in
( )
second part of equation to read: “ A 3 s 3 + A 2 s 2 + A 1s + A o e-τeβ”.
Page 391
Page 398
Figure 150, title. Change to read: "Composite pilot ratings for spiral descent of simulated reentry vehicle
(from NASA-CR-778).”
Page 402
5.5.1.3, Verification Guidance, two large equations in middle of page. Change the denominator inside the
large parentheses of both equations to read:
gρbk 2z C′ C ′l p
1− C y + nr
4( W / S)k 2x β 2k 2 C ′n
z β
Page 404
4.5.1.4, Requirement Guidance. third paragraph, second line. Delete “figure 154” and substitute “figure
156".
5
MIL-STD-1797A
NOTICE 1
Page 418
Second equation. last term inside the square brackets on the right side.
C y ′δ Cy δ
Delete − a
C′l β and substitute − a
C′l β
C′l δ C′l δ
a a
Page 429
5.5.5, Verification Guidance, last equation, denominator. Change to read:
Cn C l
Cl δ 1 −
δa δr
a C l δ Cn δ
a r
Page 460
5.5.8.1, Verification Guidance, last two equations, bottom of page. Change to read:
( ) ( )
k 2x = I x / mb 2 , k 2z = I z / mb 2 ,
Page 464
Lower right hand comer, top of second sketch. Delete “X” and substitute “X".
Page 466
4.5.8.4, Requirement Lessons Learned, line 2. Delete “YF-15" and substitute “YC-15".
4.5.8.4, Requirement Lessons Learned. Combine the two paragraphs into one paragraph.
Page 476
4.5.9.2, Requirement Guidance, fifth line following table. Change to read “Level 2: One-eighth of the Level
2 values in table XXXVI.”
Page 491
4.5.9.3, Requirement Guidance, fifth line from bottom of the page. Delete “(AGARD-C-333)" and
substitute “(AGARD-CP-333)”.
Page 498
Matrix equation, middle of page. Change to read:
6
MIL-STD-1797A
NOTICE 1
bg C lr 2 2
2 c
C l β + C − 4 k − k sin Φ tan Φ C l δ
2
2 VT
yβ
C L1 z y 2
b a
β
=
bg Cn δ a
C nβ + 2
C y β r − 4k 2xz sin Φ tan Φ C nδ
2 VT C L1
a
1 c2
− Cl r sin Φ + CL1 k 2z − k 2y 2 sin2 Φ tan Φ
bg 2 b
VT2 1
− Cnr sin Φ + CL1k 2xz sin2 Φ tan Φ
2
( ) ( ) ( )
where C L 1 = w / (q S ), k 2y = I y / m c 2 , k 2z = I z / mb 2 , k 2x z = I xz / mb 2 ; n y = C yβ β / C L 1 .
Page 504
4.5.9.5.7, Requirement Guidance, third paragraph, line 2. Delete "over look” and substitute "overlook”.
Page 505
4.6.1.1, Requirement Guidance, second and third equations, first term in denominator. Change to read:
“(s + 1/TS)
4.6.1.1, Requirement Guidance, first line following third equation. Change to read ".. deflection controls
(pilot controller deflection commands ...”.
Page 526
5.6.1.1, Verification Guidance, fourth equation. Change to read:
ρVg 1 k 2 C′l β
CL − 1 C′n
2ζ d ωd =& − C yβ + 2 C′nr − 2z
2( W / S) 2k z k x C′n β 1 2
2k z p
5.6.1.1, Verification Guidance, first and second sentences following last equation. Change to
read φ / β d is the ratio of amplitudes of the roll and sideslip envelopes in the dutch roll mode
and C L 1 = w / (q S ) . The dutch-roll envelope of roll rate, p, is shown in figure 228, from AFFDL-
TR-69-72, for a step command."
Page 529
Last equation, numerator of last term. Change to read:
a
(
C y δ C l β − Cn β C l δ / Cn δ .
r r
)
7
MIL-STD-1797A
NOTICE 1
Page 545
4.6.2, Requirement Guidance, footnote 11, second sentence. Change to read: "The ψβ and ∆β/k of figure
238…”.
Page 546
Paragraph 3, line 3. Change to read: “… For φ / β d above some nominal value (=& 5.0 ) ,…”.
Page 552
Second line following figure. Change to read: “measurement of φ1. The above-noted trend…”.
Page 572
5.6.4, Verification Guidance, first equation. Change to read: − δ a δ rp = C′l δ C′l δ
r a
Page 578
5.6.5.1, Verification Guidance, last three equations. Change to read:
C n* β = C nβ − C nδ C hrβ C hrδ
r r
C l* β = C l β − C l δ C hrβ C hrδ
r r
Page 581
5.6.6, Verification Guidance. equation. Change to read:
q SbCn(δr, δa, δT, β, β& , P, R, α, M …) = IZ R& - Ixz ( P& + QR) + (Iy - Ix) PQ
Page 584
4.6.6.2, first sentence. Change to read: "Yaw control power shall be sufficient to meet…”.
Page 589
First equation, delete and substitute.
C 0 Cyδ β C y p sin θ / cos φ − C y r cos θ
yβ r
C
lβ
Cl δ
a
Cl δ
r
g b
δa = ⋅
V 2V
[( ) ]
⋅ sin φ ⋅ Cl p sin θ / cos φ − Cl r cos φ + 2C L1 cos θ sin φ tan φ k 2z − k 2y c 2 / b2 cos θ + k 2xz sin θ / cos φ
C
nβ Cn δ
a
Cn δ
r
δr
n p nr L1 x [( y )
C sin θ / cos φ − C cos θ + 2C cos θ sin φ tan φ k 2 − k 2 c 2 / b2 sin θ / cos φ + k 2 cos θ
xz ]
8
MIL-STD-1797A
NOTICE 1
First paragraph, line 4. Change to read "hand column (0 C2 C3)T (neglecting C yp and C y r ),”.
δa =
gb sin Φ
2V 2 ∆
[C (C
2 y β C nδr ) (
− C nβ C y δ − C 3 C yβ C l δ − C l β C y δ
r r r
)]
Page 603
Equation inside sketch. Delete "z = x tan ε” and substitute “-z = x tan ε”.
4.8. 1, Requirement Lessons Learned . Switch the order of paragraphs 1 and 2.
Page 604
2
5.8.1, Verification Guidance, last sentence. Change to read: “…the critical roll rate squared, p cr , is".
Page 642
5.8.4.3.1, Verification Guidance, four equations, one-third of the page down from the top. Change to read:
I xz I xz I xz I xz
Li + Ni Ni + Li Cli + C ni C ni + C li
Ix Iz Iz Ix
L ′i = , N′i = , C ′l i = , C ′ni =
I2 I2 I2 I 2xz
1 − xz 1 − xz 1 − xz 1−
IxIz I xIz I xIz IxIz
Page 664
Figure 266, top of figure. Close the gap in the line under the “h”.
Page 665
Fourth and fifth equations. Delete and substitute:
200
φu1 (Ω) = (ft/sec)2 per rad/ft
1 + (100Ω )2
939 [1 + ( 400Ω2 )]
φv1 (Ω) = 2 2
(ft/sec)2 per rad/ft
[1 + (1000Ω ) ] [1 + (400Ω / 3) ]
Page 667
First and second sentence following third equation. Delete and substitute:
where: ωp = Ship pitch frequency, radians/second.
θs = Ship pitch amplitude, radians.
9
MIL-STD-1797A
NOTICE 1
Page 674
Table LVI, second column, fourth entry, line 4. Change to read: “components. High-frequency
spectral”.
Page 680
4.9.3, first equation. Delete and substitute:
∂wg ∂wg ∂vg
- α& g = qg = , pg = , rg = −
∂x ∂y ∂x
Page 693
First row, fourth column. Change to read "iii. 1,687".
Second row, fourth column. Change to read "687”.
Page 701
Column heading, fourth column. Change to read “PAGE NO. IN THIS DOCUMENT”.
10
MIL-STD-1797A
NOTICE 1
11
MIL-STD-1797A
FOREWORD
This standard is intended for use with fixed-wing aircraft supported primarily by aerodynamic force rather
than engine thrust. It also covers the handling characteristics of aircraft under piloted control on the
ground, and may be used with powered-lift aircraft in aerodynamic flight (above the conversion speed,
Vcon). This standard also applies to piloted transatmospheric flight when flight depends upon aerodynamic
lift and/or air breathing propulsion systems. Flying qualities of military rotorcraft are specified in MIL-H-
8501. while flying qualities in V/STOL flight are the subject of MIL-F-83300.
For further background information, see Appendix C.
CONTENTS
3. DEFINITIONS ............................................................................................................................ 2
3.1 Aircraft classification and operational missions......................................................................... 2
3.2 Flight Phase Categories. ........................................................................................................... 2
3.3 Levels and qualitative suitability of flying qualities. ................................................................... 2
3.4 Parameters. ............................................................................................................................... 2
3.4.1 General terms............................................................................................................................ 2
3.4.2 Speeds....................................................................................................................................... 3
3.4.3 Thrust and power....................................................................................................................... 5
3.4.4 Control parameters.................................................................................................................... 6
3.4.5 Longitudinal parameters ............................................................................................................ 6
3.4.6 Lateral-directional parameters................................................................................................... 8
3.4.7 Atmospheric disturbance parameters...................................................................................... 16
3.5 Terms used in high angle of attack requirements ................................................................... 18
4. REQUIREMENTS.................................................................................................................... 19
4.1 General requirements.............................................................................................................. 19
4.1.1 Loadings. ................................................................................................................................. 19
4.1.2 Moments and products of inertia. ............................................................................................ 19
4.1.3 Internal and external stores. .................................................................................................... 19
4.1.4 Flight Envelopes ...................................................................................................................... 19
4.1.4.1 Operational Flight Envelopes. ................................................................................................. 19
4.1.4.2 Service Flight Envelopes. ........................................................................................................ 19
4.1.4.3 Permissible Flight Envelopes. ................................................................................................. 19
4.1.5 Configurations and States of the aircraft. ................................................................................ 19
4.1.6 Aircraft Normal States. ............................................................................................................ 22
4.1.6.1 Allowable Levels for Aircraft Normal States. ........................................................................... 22
4.1.6.2 Flight outside the Service Flight Envelopes. ........................................................................... 22
4.1.6.3 Ground operation..................................................................................................................... 22
4.1.7 Aircraft Failure States. ............................................................................................................. 22
4.1.7.1 Allowable Levels for Aircraft Failure States............................................................................. 22
4.1.7.2 Aircraft Special Failure States. ................................................................................................ 22
4.1.7.3 Probability calculation.............................................................................................................. 22
4.1.7.4 Generic failure analysis. .......................................................................................................... 25
4.1.7.5 When Levels are not specified. ............................................................................................... 25
4.1.7.6 Failures outside the Service Flight Envelopes. ....................................................................... 25
4.1.8 Dangerous flight conditions. .................................................................................................... 25
4.1.8.1 Warning and indication. ........................................................................................................... 25
4.1.8.2 Devices for indication, warning, prevention, and recovery...................................................... 26
4.1.9 Interpretation of subjective requirements. ............................................................................... 26
4.1.10 Interpretation of quantitative requirements.............................................................................. 26
4.1.11 General flying qualities requirements ...................................................................................... 26
CONTENTS
CONTENTS
CONTENTS
CONTENTS
5. VERIFICATION ....................................................................................................................... 49
5.1 General requirements-verification ........................................................................................... 49
5.1.1 Loadings-verification................................................................................................................ 49
5.1.2 Moments and products of inertia-verification........................................................................... 49
5.1.3 Internal and external stores-verification. ................................................................................. 49
5.1.4 Flight Envelopes-verification.................................................................................................... 49
5.1.4.1 Operational Flight Envelopes-verification................................................................................ 49
5.1.4.2 Service Flight Envelopes-verification. ..................................................................................... 49
5.1.4.3 Permissible Flight Envelopes-verification................................................................................ 49
5.1.5 Configurations and States of the aircraft-verification. ............................................................. 49
5.1.6 Aircraft Normal States-verification........................................................................................... 49
5.1.6.1 Allowable Levels for Aircraft Normal States-verification.......................................................... 49
5.1.6.2 Flight outside the Service Flight Envelopes-verification.......................................................... 49
5.1.6.3 Ground operation-verification. ................................................................................................. 49
5.1.7 Aircraft Failure States-verification. .......................................................................................... 49
5.1.7.1 Allowable Levels for Aircraft Failure States-verification .......................................................... 50
5.1.7.2 Aircraft Special Failure States-verification............................................................................... 50
5.1.7.3 Probability calculation-verification. .......................................................................................... 50
5.1.7.4 Generic failure analysis-verification......................................................................................... 50
5.1.7.5 When Levels are not specified-verification.............................................................................. 50
5.1.7.6 Failures outside the Service Flight Envelopes-verification...................................................... 50
5.1.8 Dangerous flight conditions-verification................................................................................... 50
5.1.8.1 Warning and indication-verification. ........................................................................................ 50
5.1.8.2 Devices for indication, warning, prevention, and recovery-verification. .................................. 50
5.1.9 Interpretation of subjective requirements-verification.............................................................. 50
5.1.10 Interpretation of quantitative requirements-verification. .......................................................... 50
5.1.11 General flying qualities requirements-verification.................................................................... 50
5.1.11.1 Buffet-verification..................................................................................................................... 50
5.1.11.2 Release of stores-verification. ................................................................................................. 50
5.1.11.3 Effects or armament delivery and special equipment-verification. .......................................... 50
5.1.11.4 Failures-verification. ................................................................................................................ 50
5.1.11.5 Control margin-verification....................................................................................................... 50
5.1.11.6 Pilot-induced oscillations(PIO)-verification. ............................................................................. 51
5.1.11.7 Residual oscillations-verification. ............................................................................................ 51
5.1.11.8 Control cross-coupling-verification. ......................................................................................... 51
5.1.12 General flight control system characteristics-verification. ....................................................... 51
5.1.12.1 Control centering and breakout forces-verification.................................................................. 51
5.1.12.2 Cockpit control free play-verification. ...................................................................................... 51
5.1.12.3 Adjustable controls-verification................................................................................................ 51
5.1.12.4 Rate of control displacement-verification. ............................................................................... 51
5.1.12.5 Dynamic characteristics-verification. ....................................................................................... 51
5.1.12.6 Damping-verification................................................................................................................ 51
5.1.12.7 Transfer to alternate control modes-verification. ..................................................................... 51
5.1.12.8 Flight control system failures-verification. ............................................................................... 51
5.1.12.9 Augmentation systems-verification.......................................................................................... 51
5.1.12.10 Auxiliary dive recovery devices-verification............................................................................. 51
5.1.12.11 Direct force controllers-verification. ......................................................................................... 51
5.1.13 General trim requirements-verification .................................................................................... 51
5.1.13.1 Trim system irreversibility-verification. .................................................................................... 51
5.1.13.2 Rate of trim operation-verification. .......................................................................................... 52
5.1.13.3 Stalling of trim systems-verification. ........................................................................................ 52
CONTENTS
CONTENTS
CONTENTS
6. NOTES .................................................................................................................................... 59
6.1 Intended use............................................................................................................................ 59
6.2 Level definitions....................................................................................................................... 59
6.3 Reference documents tree. ..................................................................................................... 59
6.4 Data requirements. .................................................................................................................. 60
6.5 Subject term (key word) listing ................................................................................................ 61
6.6 Responsible engineering office (REO). ................................................................................... 61
6.7 Changes from previous issue. ................................................................................................. 61
APPENDIX A CONTENTS
APPENDIX A CONTENTS
APPENDIX A CONTENTS
APPENDIX A CONTENTS
APPENDIX A CONTENTS
APPENDIX A CONTENTS
APPENDIX A CONTENTS
APPENDIX A CONTENTS
APPENDIX B CONTENTS
APPENDIX C CONTENTS
FIGURES
Figure Standard
Page
FIGURE 1. Roll-sideslip coupling parameters--right rolls ..................................................................... 10/11
FIGURE 2. Roll-Sideslip coupling parameters--left rolls. - continued ................................................... 12/13
APPENDIX A FIGURES
Figure Page
APPENDIX A FIGURES
Figure Page
FIGURE 39. Pilot ratings for large airplanes (nominal equivalent short-period
parameters) from AFWAL-TR-81-3118........................................................................... 210
FIGURE 40. Category C flight data for the Lockheed C-5A and L-1011,
AFWAL-TR-83-3015. ...................................................................................................... 211
FIGURE 41. Tlme delay bands associated with flying qualities boundaries vs
bandwidth, AFWAL-TR-81-3118..................................................................................... 212
FIGURE 42. Alternate Category C short-period flying qualities requirements. ................................... 213
FIGURE 43. Comparison of LOES dynamics with short-period requirements;
Category A, Neal-Smith (AFFDL-TR-70-74) configurations, MCAIR
(MDC Rpt A6792) matches............................................................................................. 215
FIGURE 44. Comparison of Neal-Smith LOES characteristics with ωspTθ2 vs ζsp ............................... 216
FIGURE 45. Comparison of LOES dynamics with short-period requirements;
Category C, LAHOS (AFFDL-TR-78-122) configurations, MCAIR
("Equivalent Systems Approach for Flying Qualities Specification"). ............................ 218
FIGURE 46. Comparison of LAHOS LOES characteristics with ωsp Tθ2 vs. ζsp................................... 219
FIGURE 47. Comparison of effects of various stability characteristics on
airplane response to elevator pulse (-5 deg for 0.2 sec at t = 0)
(NASA-TM-X-62)............................................................................................................. 220
FIGURE 48. Contours of constant pilot opinion in statically unstable region;
constant stick-to-stabilizer gearing (NASA-TN-D-779). .................................................. 221
FIGURE 49. Pitch rate response to step input of pitch controller force or deflection. ......................... 224
FIGURE 50. Comparison of YF-12 and XB-70 handing qualities evaluation with
the GPAS results (NASA-CR-159236)............................................................................ 227
FIGURE 51. Short-period frequency (NASA-CR-159236). ................................................................. 227
FIGURE 52. Pilot rating correlation with effective time delay (AFFDL-TR-78-122 data). ................... 228
FIGURE 53. Pilot rating with effective time delay (AFWAL-TR-81-3116 data). .................................. 228
FIGURE 54. Pilot rating correlation with effective time delay (AFFDL-TR-78-122). ........................... 228
FIGURE 55. Pilot rating correlation with effective time delay (AFFDL-TR-68-90 data). ..................... 228
230
FIGURE 56. Pilot rating correlation with effective time delay (AFFDL-TR-70-74 data). ..................... 230
FIGURE 57. Bandwidth requirements. ................................................................................................ 231
FIGURE 58. Simplified pilot-vehicle closure for pitch control. ............................................................. 233
FIGURE 59. Definition of bandwidth frequency ωBW from open loop frequency response. ................ 235
FIGURE 60. Comparison of Neal-Smith data (AFFDL-TR-70-74) with bandwidth
(mean ratings). ................................................................................................................ 235
FIGURE 61a. Level 1/2 system of Neal-Smith (lD): ωBW = 2.7 rad/sec, mean PR = 4.1...................... 236
FIGURE 61b. Level 3 system of Neal-Smith (2I) ωBW = 2.5 mean PR = 8.0. ....................................... 236
FIGURE 62. Correlation of pilot ratings with ωBW and τe (AFFDL-TR-70-74 data).............................. 237
FIGURE 63. Large difference in bandwidth due to shelf in amplitude plot with
moderate values of τp (configurations of AFFDL-TR-78-122)......................................... 238
FIGURE 64. Correlation of pilot ratings with ωBW and τp for Neal-Smith data
(Category A) (data from AFFDL-TR-70-74, ratings in parentheses
from AFFDL-TR-74-9)..................................................................................................... 239
FIGURE 65. Correlation of pilot ratings with ωBW and τp for approach and
landing (AFFDL-TR-122). ............................................................................................... 240
FIGURE 66. Comparison of pilot ratings for Category A short-period
configurations with bandwidth (classical airplanes). ....................................................... 241
FIGURE 67. Comparison of pilot ratings for Category C short-period
configurations with bandwidth (classical airplanes). ....................................................... 242
FIGURE 68. Design criteria for pitch dynamics with the pilot in the loop. ........................................... 244
FIGURE 69. Amplitude-phase plot for configuration 13 (fwd; c.g.). .................................................... 247
APPENDIX A FIGURES
Figure Page
FIGURE 70. Amplitude-phase plot for configuration 12 (aft; c.g. - unstable). ..................................... 247
FIGURE 71. Amplitude-phase plot for configuration 6-1. .................................................................... 248
FIGURE 72. Amplitude-phase plot for configuration 6-2. .................................................................... 248
FIGURE 73. Pitch short period time responses................................................................................... 251
FIGURE 74. Equivalent ωn boundaries................................................................................................ 252
FIGURE 75. Design aim criteria for pitch attitude frequency response............................................... 252
FIGURE 76. High and low order frequency response. ........................................................................ 253
FIGURE 77. Trends of high order phase rate...................................................................................... 253
FIGURE 78. Flight path - attitude relationships. .................................................................................. 254
FIGURE 79. nz hang-on effects. .......................................................................................................... 254
FIGURE 80. Precision tracking: q ∼ θ trends....................................................................................... 255
FIGURE 81. New short-period thumbprint (from ICAS-86-5.3.4). ....................................................... 255
FIGURE 82. Low-order pilot - aircraft attitude frequency response. ................................................... 256
FIGURE 83. Comparison of equivalent delay effects in pitch or roll response
to stick force for different simulations (from AIAA Paper 80-1611-CP). ......................... 260
FIGURE 84. AFTI/F-16 independent back-up pitch rate feedback block diagram. ............................. 261
FIGURE 85. AFTI/F-16 q → δe feedback (IBU). .................................................................................. 262
FIGURE 86. AFTI/F-16 θ → Fs for IBU (q → δe closed). ..................................................................... 263
FIGURE 87. Frequency and time response comparison..................................................................... 264
FIGURE 88. Maximum pitch rate overshoot for a step control input (from
DOT/FAA/CT-82/130-II). ................................................................................................. 266
FIGURE 89a. Typical DFC control frequency sweep. ........................................................................... 269
FIGURE 89b. Fourier transformed heading response........................................................................... 269
FIGURE 90. Approach and landing, no pilot-induced oscillation, configuration
P12 of AFWAL-TR-81-3116, medium offset approach (75 ft lateral,
50 ft vertical), landing no. 1 (from AIAA Paper 80-1611-CP).......................................... 270
FIGURE 91. Pilot-induced oscillation at touchdown. ........................................................................... 271
FIGURE 92. YF-17 pitch attitude dynamics (AFFDL-TR-77-57). ........................................................ 277
FIGURE 93. YF-17 acceleration control system dynamics (AFFDL-TR-77-57).................................. 278
FIGURE 94. Effect of dither on B-1 limit cycle oscillations (from AFFTC-TR-79-2). ........................... 283
FIGURE 95. Pilot rating vs pilot position - center of rotation (from AFWAL-TR-81-3118). ................. 285
FIGURE 96. Nosewheel and tailwheel lift-off. ..................................................................................... 299
FIGURE 97. Effect of arm/stick geometry on maximum push and pull capability
by the right arm for the 5th percentile male (Human Engineering
Guide to Equipment Design)........................................................................................... 304
FIGURE 98. Effect of upper arm angle on pull and push strength for the 5th and
95th percentile male (Human Engineering Guide to Equipment Design). ...................... 305
FIGURE 99. Effect of arm position and wheel angle on maximum push and pull
capability by the right arm for the 5th percentile male (Human
Engineering Guide to Equipment Design). ..................................................................... 306
FIGURE 100. Elevator maneuvering force gradient limits: center-stick controller, nL 7.0.................... 311
FIGURE 101. Elevator maneuvering force gradient limits: wheel controller, nL = 3.0.......................... 311
FIGURE 102. OV-10A maneuvering control (AFFDL-TR-78-171). ....................................................... 312
FIGURE 103. Longitudinal stick force at stall (AFFDL-TR-78-171)....................................................... 312
FIGURE 104. Short-period frequency vs longitudinal stick force per g (FS /δ
separately optimized) for a side-stick controller.............................................................. 313
FIGURE 105. Comparison of optimum FS/n with limits of table XVII (AFFDL-TR-
66-163, Category A; nL = 7g). ......................................................................................... 314
FIGURE 106. Comparison of optimum FS/n with limits of table XVII (FDL-TDR-
64-60, Category C; nL = 3g). ........................................................................................... 315
FIGURE 107. Comparison of optimum FS/n from data of Neal and Smith
(AFFDL-TR-70-74) with limits of table XVII (Category A; nL = 7g). ................................ 316
APPENDIX A FIGURES
Figure Page
APPENDIX A FIGURES
Figure Page
FIGURE 140. Comparison of pilot opinion boundaries obtained from the fixed and
moving flight simulators (from NASA Memo 1-29-59A) .................................................. 390
FIGURE 141. Range of parameters Lδ a δa max and TR covered in the flight investigation,
shown in comparison with the motion simulator drived boundaries
(from NASA Memo 1-29-59A)......................................................................................... 390
FIGURE 142. Comparison of in-flight pilot-opinion rating with those predicted
from flight simulator boundaries (from NASA Memo 1-29-59A). .................................... 391
FIGURE 143. Pilot rating versus roll mode time constant (from WADD-TR-61-147)............................ 392
FIGURE 144. Average pilot rating of roll mode time constant (from AFFDL-TR-65-39). ...................... 392
FIGURE 145. Effect of roll mode LATHOS (AFWAL-TR-81-3171), Category A. .................................. 394
FIGURE 146. Comparison of models and data for closed-loop stick deflection
responses under lateral vibration (AMRL-TR-73-78)...................................................... 394
FIGURE 147. Effect of 1/TR on high-frequency gain. ............................................................................ 395
FIGURE 148. Limits of satisfactory and tolerable rates of spiral divergence
(from Cornell Aero Lab TB-574-F-6). .............................................................................. 399
FIGURE 149. Data for all types of flying pilot opinion versus spiral damping
(from Cornell Aero Lab TB-1094-F-1). ............................................................................ 400
FIGURE 150. Composite pilot ratings for spiral descent of simulated reentry
vehicle (from NASA-CR-778).......................................................................................... 404
FIGURE 151. Composite pilot ratings for up-and-away flight; moderate |φ/β|d
(from NASA-CR-778). ..................................................................................................... 405
FIGURE 152. Composite pilot ratings for up-and-away flight; large |φ/β|d
(from NASA-CR-778). ..................................................................................................... 405
FIGURE 153. Pilot ratings for ground simulation of NASA-TN-D-5466 (Dutch
roll characteristics vary). ................................................................................................. 406
FIGURE 154. Pilot ratings for ground simulation of AFFDL-TR-65-39 [(ωφ/ωd)2=
0.64 - 1.10]. ..................................................................................................................... 406
FIGURE 155. Coupled roll-spiral mode characteristics for M2-F2 and M2-F3
lifting bodies (from NASA-TN-D-6496)............................................................................ 407
FIGURE 156. Roll rate oscillation limitations......................................................................................... 411
FIGURE 157. Bank angle oscillation limitations. ................................................................................... 411
FIGURE 158. Effect of relative pole/zero location on piloted control of bank angle.............................. 414
FIGURE 159. Locations of ωφ, zero corresponding to Category A and C and
Level 1 and 2 boundaries on figure 156 (TR = 0.5 sec, TS = ∞)
(from AFFDL-TR-69-72).................................................................................................. 415
FIGURE 160. Posc/Pav, as a function of the ratio of dutch roll period and spiral
root time constant (from AFFDL-TR-72-41).................................................................... 416
FIGURE 161. Flight phase Category A data, moderate |φ/β|d (from AFFDL-TR-67-98). ...................... 418
FIGURE 162. Flight phase Category A data, large and small |φ/β|d (from AFFDL-TR-67-98). ............. 418
FIGURE 163. Flight phase Category B data (from NASA-CR-778). ..................................................... 419
FIGURE 164. Flight phase Category B data (from WADD-TR-61-147). ............................................... 419
FIGURE 165. Flight phase Category C data (from Princeton Univ Rpt 727). ....................................... 420
FIGURE 166. Category C data (approach and wave-off); Cooper-Harper pilot
ratings (from AFFDL-TR-70-145).................................................................................... 420
FIGURE 167. Positive and negative dihedral data of Princeton Univ Rpt 604...................................... 421
FIGURE 168. Effect of time delay, LATHOS data (AFWAL-TR-81-3171). ........................................... 426
FIGURE 169. Pilot rating vs. time delay -- lateral-directional. ............................................................... 426
FIGURE 170. Lateral acceleration criterion versus pilot rating from NASA-CR-159236....................... 431
FIGURE 171. Pilot rating vs lateral acceleration criteria. ...................................................................... 432
FIGURE 172. Roll control effectiveness parameters for Class III aircraft, Category C ......................... 447
FIGURE 173. C-5A flight test data (from AFFDL-TR-75-3)................................................................... 448
APPENDIX A FIGURES
Figure Page
FIGURE 174. Roll performance for Class III aircraft (from AFFDL-TR-78-171).................................... 450
FIGURE 175. Comparison of pilot ratings for Class III aircraft in Category B
Flight Phases with requirements of table XXIX (NASA-TN-D-5957). ............................. 452
FIGURE 176. Time to bank, 300 for CV-990 (NASA-TN-D-6811). ....................................................... 453
FIGURE 177. F-4 roll control effectiveness, time-to- bank 90°, CR configuration
(from AFFFDL-TR-70-155). ............................................................................................ 454
FIGURE 178. F-4 roll control effectiveness, time-to- bank 90°, CR configuration
(from AFFFDL-TR-70-155). ............................................................................................ 454
FIGURE 179. F-4 roll control effectiveness; CO configuration. Limits shown for
speed range M, table XXXII (from AFFDL-TR-70-155). ................................................. 455
FIGURE 180. F-5E roll performance at 0.8 nL, configuration CO (from
AFFDL-TR-78-171). ........................................................................................................ 456
FIGURE 181. F-14A rolling performance in configuration PA; DLC on (from Navy
Rpt No. SA-C7R-75). ...................................................................................................... 457
FIGURE 182. F-15C aileron roll characteristics (from AFFTC-TR-80-23). ........................................... 457
FIGURE 183. Time to roll 90° versus match for F/A-18A (Navy Rpt No. SA-14R-81) .......................... 458
FIGURE 184. Time to roll 360° versus match for F/A-18A (Navy Rpt No. SA-14R-81) ........................ 458
FIGURE 185. Roll performance characteristics in configuration PA (from Navy Rpt
No. SA-14R-81)............................................................................................................... 461
FIGURE 186. YF-16 rolling performance in cruise configuration; AFFTC-TR-75-15. ........................... 462
FIGURE 187. Roll performance summary (from AFFTC-TR-79-10). .................................................... 463
FIGURE 188. Roll performance summary (from AFFTC-TR-79-10). .................................................... 465
FIGURE 189. Effect of arm/stick geometry on maximum applied force to the
left and to the right by the right arm for the 5th percentile male
(Human Engineering Guide to Equipment Design)......................................................... 477
FIGURE 190. Effect of upper arm angle on maximum applied force to the left
and to the right for the 5th and 95th percentile male (from Human
Engineering Guide to Equipment Design) ...................................................................... 478
FIGURE 191. Effect of arm position and wheel angle on maximum applied force to
to the left and to the right for the 5th percentile male (Human
Engineering Guide to Equipment Design). ..................................................................... 479
FIGURE 192. Variation of pilot rating with bank angle in the first second for four
values of effective angle (from (NASA-CR-635) ............................................................. 481
FIGURE 193. Block diagram representation of full-authority roll rate command
augmentation systems. ................................................................................................... 485
FIGURE 194. Range of acceptable nonlinear roll command shaping networks based
on flight tests (Class IV aircraft, Flight Phase Category A, right roll).............................. 486
FIGURE 195. Comparison of Pmax/Fas for several conventional Class IV aircraft
with CAS curves of figure 194......................................................................................... 487
FIGURE 196. Evolution of the F-16 CAS shaping network. .................................................................. 488
FIGURE 197. YF-16 PIO due to excessive lateral stick sensitivity (from
AFFTC-TR-75-15). .......................................................................................................... 489
FIGURE 198. Roll ratchet during banking maneuvers (DIGITAC,
AFFTC-TR-76-15) h = 20,000 ft. M = 0.75. .................................................................... 491
FIGURE 199. Evolution of roll CAS network for YA-7D DIGITAC
(AFFTC-TR-76-15).......................................................................................................... 492
FIGURE 200. Steady rolls on YF-16 (AFFTC-TR-75-15)...................................................................... 493
FIGURE 201. Roll ratcheting experienced on LATHOS (AFWAL-TR-81-3171)
Configuration 5-2............................................................................................................. 495
FIGURE 202. Roll gradients for LATHOS configurations 5-2 and 5-3 (TR = 0.15
sec) compared with acceptable range from figure 194................................................... 496
FIGURE 203. Influence of prefilter lag on pilot ratings (AFWAL-TR-81-3171).
APPENDIX A FIGURES
Figure Page
APPENDIX A FIGURES
Figure Page
FIGURE 235. Sideslip excursion limitations for small roll control commands....................................... 546
FIGURE 236. Pilot ratings and optimum aileron sensitivity (low |φ/β|d, medium TR)
(AFFDL-TR-67-98). ......................................................................................................... 548
FIGURE 237. Flight Phase Category A data from AFFDL-TR-67-98.................................................... 549
FIGURE 238. Flight Phase Category A data from AFFDL-TR-67-98
( ∆β / k, ψβ from AFFDL-TR-72-41). ................................................................................ 551
FIGURE 239. ∆βmax/k versus ψβ for evaluation points that meet Level 1posc/pav criteria,
Category A data (from AFFDL-TR-72-36). ..................................................................... 552
FIGURE 240. Category B data of WADD-TR-61-147............................................................................ 553
FIGURE 241. Category C configurations of Princeton Univ Rpt 727 (∆β/k, ψβ from
AFFDL-TR-72-41). .......................................................................................................... 554
FIGURE 242. ∆βmax/k versus ψβ for configurations that meet Level 1 posc/pav, ζd, and
ζdωd criteria (from AFFDL-TR-70-145)............................................................................ 554
FIGURE 243. C-5A flight test data (from AFFDL-TR-75-3)................................................................... 556
FIGURE 244. Sideslip excursion data for Class III aircraft in Category B Flight Phases
(from AFFDL-TR-78-171)................................................................................................ 557
FIGURE 245. Sideslip excursions for F4H-1 airplane (from AFFDL-TR-70-155). ................................ 558
FIGURE 246. F-5A flight test data. ........................................................................................................ 559
FIGURE 247. Crossfeed parameter boundaries. .................................................................................. 560
FIGURE 248. Pilot rating boundaries for acceptable roll control in turbulence with
r&o p& o ≤ 0.03 (from Princeton Univ Rpt 797)................................................................. 562
FIGURE 249. Bode asymptotes and time response of crossfeed........................................................ 565
FIGURE 250. Effect of removing high-frequency roots from numerators. ............................................ 568
FIGURE 251. Required crossfeed for r&o = 0......................................................................................... 569
FIGURE 252. Pilot rating correlations when r&o p
& o is small................................................................. 570
FIGURE 253. Pilot rating correlation with crossfeed parameters.......................................................... 573
FIGURE 254. Required aileron-rudder sequencing for several operational aircraft,
SAS/CAS ON (from Systems Technology, Inc., TR-1090-1).......................................... 574
FIGURE 255. Time history of aft-c.g. deep stall encountered by F-16B ............................................... 633
(AFFTC-TR-79-18).......................................................................................................... 633
FIGURE 256. Anti-spin SAS for F-16B (α ≥ 29 deg). ............................................................................ 634
FIGURE 257. Modified departure rating scale (MOD II)........................................................................ 639
FIGURE 258. Dynamic stability design guide suggested by Titiriga ..................................................... 644
(AGARD-CP-199)............................................................................................................ 644
FIGURE 259. Departure and spin susceptibility criterion suggested by ASD-TR-72-48
and AFWAL-TR-80-3141. ............................................................................................... 645
FIGURE 260. Departure susceptibility rating versus lateral closed-loop divergence
potential (from AFWAL-TR-80-3141). ............................................................................. 647
FIGURE 261. Left flat spin, F-4B (from AFFDL-TR-70-155). ................................................................ 652
FIGURE 262. Turbulence severity and exceedance probability............................................................ 658
FIGURE 263. Probability of exceeding mean wind speed at 20 ft. ....................................................... 660
FIGURE 264. Earth-axis winds.............................................................................................................. 666
FIGURE 265. Magnitude of discrete gusts. ........................................................................................... 668
FIGURE 266. Low-altitude turbulence integral scales........................................................................... 670
FIGURE 267. Horizontal turbulence RMS intensities. ........................................................................... 670
FIGURE 268. CVA ship burble steady wind ratios. ............................................................................... 672
FIGURE 269. u-component burble time constant and variance............................................................ 674
FIGURE 270. Comparative approximate frequency regimes of mission/aircraft-centered
and atmospheric disturbance features............................................................................ 686
FIGURE 271. Simplified flow chart for equivalent system computer program. ..................................... 691
APPENDIX A FIGURES
Figure Page
FIGURE 272. Flow Chart for a modified Rosenbrock search algorithm................................................ 692
FIGURE 273. Example step-and-ramp HUD tracking sequences....................................................... 108n
FIGURE 274. Typical ATLAS light pattern (from NASA TM 101700) .................................... 108p
FIGURE 275 Adequate and desired performance for 4950th boom tracking
task (from 4950-FTR-93-05) ......................................................................................... 108q
FIGURE 276. Variation of crossover frequency with pitch attitude dynamics
(from AFFDL-TR-65-15) .................................................................................... 269
FIGURE 277. Specification of the criterion frequency.............................................................. 269
TABLES
Table Standard
Page
TABLE I. Operational Flight Envelope.............................................................................................. 21
TABLE II. Aircraft Normal States....................................................................................................... 24
TABLE III. Levels for Aircraft Failure States....................................................................................... 25
TABLE IV. Pitch trim change conditions. ............................................................................................ 32
TABLE V. Flying qualities in atmospheric disturbances for Aircraft Normal States........................... 47
TABLE VI. Flying qualities in atmospheric disturbances for Aircraft Failure States. .......................... 48
APPENDIX A TABLES
Table Page
APPENDIX A TABLES
Table Page
AFWAL-TR-83-3015 Suggested Revisions to MIL-F-8785C for Large Class III Aircraft; Nleyer,
R. T., et al.; February 1983
AFWAL-TR-86-3093 Proceedings of the Twenty-Second Annual Conference on Manual
Control, Dec 1986
“Test Pilot Evaluation of the Closed-Loop GRATE Flight Test Technique;”
Biezad, Daniel J. and Steven R. Sturmer
AFWAL-TM-87-180-FIGC S/MTD Series IV Manned Simulation: An Air Force Evaluation of S/MTD
Flaps Down Operation; Leggett, David B., et al.; Aug 1987
AFFDL-FGC-TM-71-7 Validation of the Handing Qualities Degradation Probabilities of MIL-F-
008785A Using F-4C Air Force Manual 66-1 Maintenance Data, Ullman,
Lt., T. Calanducci, and Lt. Linck; August 1971
AFAMRL-TR-73-78 Manual Control Performance and Dynamic Response During Sinusoidal
Vibration; Allen, R. Wade, Henry R. Jex, and Raymond E. Magdaleno,
October 1973
AFAMRL-TR-81-39 Male and Female Strength Capabilities for Operating Aircraft Controls;
McDaniel, Joe W.; March 1981
AFFTC-SD-69-5 A-7D Stability and Control Military Preliminary Evaluations (Phase IA and
IB); Gobert, Don 0. and William T. Twinting; April 1969
AFFTC-TD-75-1 Tracking Test Techniques for Handling Qualities Evaluation; Twisdale, T
R. and D. L. Franklin; May 1975
AFFTC-TR-75-15 Flying Qualities Evaluation of the YF-16 Prototype Lightweight Fighter,
Eggers, James A. and William F. Bryant, Jr.; July 1975
AFFTC-TR-75-32 F-15A Approach-to-Stall/Stall/Post-Stall Evaluation; Wilson, Donald B and
Charles A. Winters; January 1976
AFFTC-TR-76-15 Flight Test Development and Evaluation of a Multimode Digital Flight
Control System Implemented in an A-7D (DIGITAC), Damman, Lawrence,
Robert Kennington, Paul Kirsten, Ronald Grabe, and Patrick Long; June
1976
AFFTC-TR-77-11 A-10A Flying Qualities Air Force Developmental Test and Evaluation;
Stewart, Will R., et al; Jul 1975
AFFTC-TR-77-23 YF-16 Control Configured Vehicle (CCV) Operational Potential, Flying
Qualities, and Performance Evaluation; Wood, Richard A., et al; Jan 1978
AFFTC-TR-77-27 System Identification from Tracking (SIFT), a New Technique for Handling
Qualities Test and Evaluation (Initial Report); Twisdale, T. R and T. A.
Ashurst; November 1977
AFFTC-TR-79-2 Flying Qualities and Flight Control System Evaluation of the B-1 Strategic
Bomber; Ross, Jerry L., Page G. McGirr, and Otto J. Waniczek, Jr.; May
1979
AFFTC-TR-79-10 F-16A/B Flying Qualities Full-Scale Development Test and Evaluation;
Pape, James A. and Michael P. Garland; September 1979
AFFTC-TR-79-18 F-16A/B High Angle of Attack Evaluation; Wilson, Donald B. and Robert C.
Ettinger; October 1979
AFFTC-TR-80-23 F-15C Flying Qualities Air Force Development Test and Evaluation;
Shaner, Keith L. and Robert W. Barham; November 1980
AFFTC-TR-80-29 F-16 Flying Qualities with External Stores; Garland, Michael P., Michael K.
Nelson, and Richard C. Patterson; February 1981
AFFTC-TR-83-45 AFTI/F-16 Handling Qualities Evaluation; Sorokowski, Paul J., et al; Feb
1984
AFFTC-TR-91-29 STOL/Maneuver Technology Demonstrator Flying Qualities and Integrated
Flight/Propulsion Control System Evaluation; Crawford, Mark R. and
Michael J. Costigan; Dec 1991
AFFTC-TLR-93-41 Human Pilot Response During Single- and Multi-Axis Tracking Tasks;
Edkins, Craig R.; Dec 1993
FDL-TDR-64-60 Flight Evaluation of Various Short Period Dynamics at Four Drag
Configurations for the Landing Approach Task; Chalk, C. R., October
1964; Chalk, Charles R.; October 1964
FTC-TR-66-24 Frequency Response Method of Determining Aircraft Longitudinal Short
Period Stability and Control System Characteristics in Flight; Klung, H A.,
Jr.; August 1966
FTC-TR-67-19 Evaluation of Longitudinal Control Feel System Modifications Proposed for
USAF F/RF-4 Aircraft ; Keith, L. A., R. R. Richard, and G J. Marrett,
December 1968
FTC-TD-72-1 Development and Evaluation of the TWeaD II Flight Control Augmentation
System; Carleton, David L., Richard E. Lawyer, and Cecil W. Powell;
November 1972
FTC-TD-73-2 Background Information and User Guide for MIL-S-83691; Sharp, Patrick
S. and Collet E. McElroy, March 1974
FTC-TR-73-32 Air Force Evaluation of the Fly-by-Wire Portion of the Survivable Flight
Control System Advanced Development Program; Majoros, Robert L.;
August 1973
FTC-TIH-79-2 USAF Test Pilot School, Flying Qualities Handbook, Flying Qualities
Theory and Flight Test Techniques; November 1979
USAFTPS Report 82B-4 Limited Comparison of Longitudinal Flying qualities Between the SAFTD
Ground Simulator and the NT-33A In-flight Simulator; Payne, James M., et
al; 31 May 1983
USAFTPS-TR-88A-TM1 Adaptable Target Lighting Array System (HAVE ATLAS); Wilson, E. M., et
al; Dec 1988
USNTPS-FTM-103 Fixed Wing Stability and Control, Theory and Flight Techniques; 1
November 1981
WL-TR-92-3027 Lessons Learned from the STOL and Maneuver Technology
Demonstrator; Moorhouse, David J.; Jun 1993
WL-TR-93-3081 Aircraft Maneuvers for the Evaluation of Flying Qualities and Agility, Vol 1:
Maneuver Development Process and Initial Maneuver Set; Wilson, David
J., David R. Riley, and Kevin D. Citurs; McDonnell Douglas Aerospace;
Aug 1993
WL-TR-93-3082 Aircraft Maneuvers for the Evaluation of Flying Qualities and Agility, Vol 2:
Maneuver Descriptions and Selection Guide; Wilson, David J., David R.
Riley, and Kevin D. Citurs; McDonnell Douglas Aerospace; Aug 1993
WL-TR-93-3083 Aircraft Maneuvers for the Evaluation of Flying Qualities and Agility, Vol 3:
Simulation Data; Wilson, David J., David R. Riley, and Kevin D. Citurs;
McDonnell Douglas Aerospace; Aug 1993
WRDC-TR-89-3036 Results of a Piloted Simulation of the STOL/Maneuver Technology
Demonstrator; McDonnell Douglas Aerospace; Aug 1993
4950-FTR-93-05 Closed Loop Handling Tasks Testing and Verification for Class III-L
Aircraft; DeWitt, Bruce R.; Oct 1993
FAA FAR Part 23 Airworthiness Standards: Normal, Utility, and Acrobatic Category
Airplanes; June 1974
FAA FAR Part 25 Airworthiness Standards: Transport Category Airplanes; June 1974
FAA-ADS-69-13 An In-Flight Investigation of Lateral-Directional Dynamics for Cruising
Flight; Hall, G. W.; December 1969
FAA-RD-70-61 A Flight Simulator Study of STOL Transport Lateral Control
Characteristics; Drake, Douglas E., Robert A. Berg, Gary L. Teper, and W.
Allen Shirley; September 1970
FAA-RD-70-65 Flying Qualities of Small General Aviation Airplanes. Part 2: The
Influence of Roll Control Sensitivity Roll Damping, Dutch-Roll Excitation,
and Spiral Stability; Ellis, David R; April 1970
FAA-RD-74-206 Wind Models for Flight Simulator Certification of Landing and Approach
Guidance and Control Systems; Barr, Neal M., Dagfinn Gangsaas, and
Dwight R. Schaeffer; December 1974
FAA-RD-75-123 Identification of Minimum Acceptable Characteristics for Manual STOL
Flight Path Control; Hoh, Roger H., Samuel J. Craig, and Irving L.
Ashkenas; June 1976
FAA-RD-77-25 A Study of Lightplane Stall Avoidance and Suppression; Ellis, David R.;
February 1977
FAA-RD-77-36 Wind Shear Modeling for Aircraft Hazard Definition; Frost, Walter and
Dennis W. Camp; March 1977
FAA-RD-77-173 Proceedings of the First Annual Meteorological and Environmental Inputs
to Aviation Systems Workshop. "Wind Models for Flight Simulator
Certification of Landing and Approach Guidance and Control Systems",
Schaeffer, Dwight R.; March 1977
FAA-RD-78-7 Simulation and Analysis of Wind Shear Hazard; Lehman, John Ni Robert
K. Heffley, and Warren F. Clement; December 1977
FAA-RD-79-59 Powered-Lift Aircraft Handling Qualities in the Presence of Naturally-
Occurring and Computer-Generated Atmospheric Disturbances; Jewell,
Wayne F., Warren F. Clement, Thomas C. West, and S. R. Ni Sinclair;
May 1979
FAA-RD-79-84 Piloted Flight Simulation Study of Low-Level Wind Shear, Phase 4; Foy,
W. H. and W. B. Gartner; March 1979
FAA Advisory High-Speed Characteristics; 24 November 1965
Circular AC25.253-1A
DOT/FAA/CT-82/130-II Flying Qualities of Relaxed Static Stability Aircraft, Vol II; McRuer, D. T
and T. T. Myers; September 1982
NACA Memo Rpt L6E20 Flight Investigation to Improve the Dynamic Longitudinal Stability and
Control-Feel Characteristics of the P-63A-1 Airplane with Closely
Balanced Experimental Elevators, Johnson, Harold I.; July 1946
NASA Memo 1-29-59A A Pilot Opinion Study of Lateral Control Requirements for Fighter- Type
Aircraft; Creer, Brent Y., John D. Stewart, Robert B. Merrick, and Fred J.
Drinkwater III; March 1959
NASA Memo 12-10-58A A Flight Investigation to Determine the Lateral Oscillatory Damping
Acceptable for an Airplane in the Landing Approach; McNeill, Walter E.
and Richard F. Vomaske-, February 1959
NASA-CP-2028 Proceedings of the First Annual Meteorological and Environmental Inputs
to Aviation Systems Workshop, 'Wind Models for Flight Simulator
Certification of Landing and Approach Guidance and Control Systems";
Schaeffer, Dwight R.; March 1977
NASA-CP-2428 Twenty-First Annual Conference on Manual Control; “A Flight Test Method
for Pilot/Aircraft Analaysis;” Koehler, Ruthard and Ernst Buchacker;
DFVLR; May 1986
NASA-CR-239 Development of Satisfactory Lateral-Directional Handling Qualities in the
Landing Approach; Stapieford, Robert L., Donald E. Johnston, Gary L.
Teper, and David H. Weir; July 1965
NASA-CR-635 In-Flight and Ground Based Simulation of Handling Qualities of Very Large
Airplanes in Landing Approach; Condit, Philip M., Laddie G. Kimbrel, and
Robert G. Root; October 1966
NASA-CR-778 Evaluation of Lateral-Directional Handling Qualities of Piloted Re-Entry-
Vehicles Utilizing Fixed-Base and In-Flight Evaluations; Meeker, J I May
1967
NASA-CR-2017 Handling Qualities Criteria for the Space Shuttle Orbiter During the
Terminal Phase of Flight; Stapleford, Robert L., Richard H. Klein, and
Roger H. Hoh; April 1972
AIAA Paper 77-1119 Direct-Force Flight-Path Control--the New Way to Fly; Watson, John H.
and Jack D. McAllister; August 1977
AIAA Paper 77-1122 Equivalent System Approaches to Handling Qualities Analysis and Design
Problems in Augmented Aircraft; Hodgkinson, J. and W. J. LaManna, 8-10
August 1977
AIAA Paper 77-1145 A Study of Key Features of Random Atmospheric Disturbance Models for
the Approach Flight Phase; Heffley, Robert K.; August 1977
AIAA Paper 78-1500 Rolling Tail Design and Behavior as Affected by Actuator Hinge Moment,
Ball, J. M.; August 1978
AIAA Paper 79-1783 Initial Results of an Inflight, Simulation of Augmented Dynamics in Fighter
Approach and Landing; Hodgkinson, J. and K. A. Johnston; 6-8 August
1979
AIAA Paper 79-1962 Flight Tests of a Microprocessor Control System; Stengel, R F. and G. E.
Miller; October 1979
AIAA Paper 80-0703 Review of Nonstationary Gust-Responses of Flight Vehicles, Gaonkar, G.
H.; July 1980
AIAA Paper 80-1611-CP Flight Evaluation of Augmented Fighter Aircraft; Hodgkinson, J. and R. C.
Snyder; 11-13 August 1980
AIAA Paper 80-1626-CP A Summary of an In-Flight Evaluation of Control System Pure Time Delays
During Landing Using the F-8 DFBW Airplane; Berry, D. T., B G. Powers,
K. J. Szalai, and R. J. Wilson; 11-13 August 1980
AIAA Paper 80-1627-CP Low Order Equivalent Models of Highly Augmented Aircraft Determined
from Flight Data Using Maximum Likelihood Estimation; Shafer, M. F; 11-
13 August 1980
AIAA Paper 80-1628-CP Handling Qualities Criteria for Wing-Level-Turn Maneuvering During an Air
to Ground Delivery; Sammonds, R. I. and J. W. Bunnell, Jr.; August 1980
AIAA Paper 80-1633 Identification of Flexible Aircraft from Flight Data; Eulrick, B. J. and E. D.
Rynaski; August 1980
AIAA Paper 80-1836 The Turbulent Wind and Its Effect on Flight; Etkin, B.; August 1980
AIAA Paper 81-0302 Atmospheric Disturbance Models and Requirements for the Flying
Qualities Military Standard and Handbook; Heffley, R. K., W. F. Jewell, R.
H. Hoh, and D. J. Moorhouse; January 1981
AIAA Paper 87-2561 Analysis and Application of Aircraft Departure Prediction Criteria to the
AV-8B Harrier II; Tinger, H.L.; August 1987
AIAA Paper 89-3358 Cooper-Harper Pilot Rating Variability; Wilson, David J. and David R.
Riley; Aug 1989
AIAA Paper 90-2822 More on Cooper-Harper Pilot Rating Variability; Riley, David R. and David
J. Wilson; Aug 1990
AIAA Paper 93-3645 Development of Flying Qualities and Agility Evaluation Maneuvers; Wilson,
David J., David R. Riley, Kevin D. Citurs, and Thomas J. Cord; AIAA
Atmospheric Flight Mechanics Conference; Monterey CA; 9-11 Aug 1993
AIAA Paper 93-3816 Initial Results of an In-Flight Investigation of Longitudinal Flying Qualities
for Augmented large Transports in Approach and Landing; Rossitto, K., et
al; Aug 1993
SAE ARP 842B Design Objectives for Flying Qualities of Civil Transport Aircraft
Delft Univ of Tech Memo Non-Gaussian Structure of the Simulated Turbulent Environment in Piloted
M-304 Flight Simulation; van de Moeskijk, G. A. J.; April 1978
Princeton Univ Rpt 604 A Study of Pilot-Induced Lateral-Directional Instabilities; Caporali, R. L., J.
P. Lamers, and J. R. Totten; May 1962
Princeton Univ Rpt 727 Lateral-Directional Flying Qualities for Power Approach; Seckel, E., G. E.
Miller, and W. B. Nixon; September 1966
Princeton Univ Rpt 777 Comparative Flight Evaluation of Longitudinal Handling Qualities in Carrier
Approach; Eney, J. A.; May 1966
Princeton Univ Rpt 797 Lateral-Directional Flying Qualities for Power Approach: Influence of Dutch
Roll Frequency; Seckel, E., J. A. Franklin, and G E. Miller, September
1967
Stanford Univ Wind Modeling and Lateral Aircraft Control for Automatic Landing; Holley,
William E. and Arthur E. Bryson; January 1975
SUDAAR No. 489
ARC R&M No. 917 Preliminary Report on Behavior of Aeroplanes When Flying Inverted with
Special Reference to Some Accidents on "A";O'Gorman, Mervyn,
Chairman, Accidents Committee; January 1919
ESDU Item No. 74031 Characteristics of Atmospheric Turbulence Near the Ground. Part II:
Single Point Data for Strong Winds (Neutral Atmosphere), October 1974
ESDU Item No. 75001 Characteristics of Atmospheric Turbulence Near the Ground. Part III
Variations in Space and Time for Strong Winds (Neutral Atmosphere), July
1975
IAS Paper 60-18 Development of Lateral-Directional Flying Qualities Criteria for Supersonic
Vehicles, Based on a Stationary Flight Simulator Study; Crone, R M. and
R. C. A'Harrah; January 1960
ICAS-86-5.3.4 Handling Qualities for Unstable Combat Aircraft; Gibson, J. C.; September
1986
MDC Rpt A5596 Flying Qualities Analysis of an In-Flight Simulation of High Order Control
System Effects on Fighter Aircraft Approach and Landing-, Johnston, K A.
and J. Hodgkinson, 22 December 1978
MDC Rpt A6792 Definition of Acceptable Levels of Mismatch for Equivalent Systems of
Augmented Aircraft; Wood, J. R. and J. Hodgkinson; 19 December 1980
NLR-TR-79127U Determination of Low-Speed Longitudinal Maneuvering Criteria for
Transport Aircraft with Advanced Flight Control Systems; Mooij, H. A., W.
P. Boer, and M. F. C. van Gool; 1979
NLR Memorandum A Digital Turbulence Model for the NLR Moving - Base Flight Simulator,
Part I; Jansen, C. J., August 1977
VS-77-024
NLR Memorandum A Digital Turbulence Model for the NLR Moving - Base Flight Simulator,
Part II; Jansen, C. J.; August 1977
VS-77-025
Boeing D6-10725 A Simulator and Flight Evaluation of the Longitudinal and Lateral Control
Requirements of the C-5A for the Landing Approach Task; Eldridge, W 18
May 1965
Boeing D6-10732 T/N A Note on Longitudinal Control Response; Higgins, H. C.; June 1965
Calspan Rpt No. 7738-24 NT-33A In-flight Investigation into Flight Control System Rate Limiting;
Ohmit, E. E.; Feb 1994
Calspan FRM No. 554 The Ideal Controlled Element for Real Airplanes Is Not K/s; Chalk, C. R.;
August 1981
Comell Aero Lab Flight Evaluation of a Stability Augmentation System for Light Airplanes;
Eckhart, F. F., G. W. Hall, and P. A. Martino; November 1966
IH-2154-F-1
Cornell Aero Lab A Flight Investigation of Minimum Acceptable Lateral Dynamic Stability,
Graham, D. and C. James; 30 April 1950
TB-574-F-3
Cornell Aero Lab A Flight Investigation of Acceptable Roll to Yaw Ratio of the Dutch Roll
and Acceptable Spiral Divergence; Bull, G.; February 1952
TB-574-F-6
Cornell Aero Lab Flight Evaluations of the Effect of Variable Spiral Damping in a JTB-26B
Airplane; Rhoads, D. W.; October 1957
TB-1094-F-I
Cornell Aero Lab Handling Qualities Requirements as Influenced by Prior Evaluation Time
and Sample Size; Kidd, E. A. and G. Bull; February 1963
TB-1444-F-I
Douglas Aircraft Co. Investigation of Pilot-Induced Longitudinal Oscillation in the Douglas
Model A4D-2 Airplane; Terrill, W. H., J. G. Wong, and L. R. Springer; 15
LB-25452
May 1959
General Dynamics Rpt 9 December 1968
FZM-12-2652
Norair Rpt No. Pilot Induced Oscillations: Their Cause and Analysis; Ashkenas, Irving L.,
Henry R. Jex, and Duane T. McRuer; June 1964
NOR-64-143
Systems Tech. Inc. A Systems Analysis of Longitudinal Piloted Control in Carrier Approach,
Cromwell, C. J. and I. L. Ashkenas; June 1962
TR-124-1
Systems Tech. Inc. Carrier Landing Analyses; Durand, Tulvio; February 1967
TR-137-2
Systems Tech. Inc. Background Data and Recommended Revisions for MIL-F-8785B(ASG),
'Military Specification -- Flying Qualities of Piloted Airplanes'; Craig,
TR-189-1
Samuel J. and Irving L. Ashkenas; March 1971
Systems Tech. Inc. Outsmarting MIL-F-8785B(ASG), the Military Flying Qualities
Specification; Stapleford, Robert L., Duane T. McRuer, Roger H. Hoh, et
TR-190-1
al; August 1971
Systems Tech. Inc. Analytical Assessment of the F-14 Aircraft Control and Handling
Characteristics; Johnston, Donald E. and Samuel J. Craig; February 1972
TR-199-1
Systems Tech. Inc. Analytical Assessment of the F-18A Flying Qualities During Carrier
Approach; Ringland, R. F. and D. E. Johnston; September 1977
TR-1090-1
Systems Tech. Inc. Effect of Sideslip on Precise Lateral Tracking; Hoh, R. H. and H. R. Jex;
November 1969
WP-189-3
Vought Corp Rpt No. Mathematical Models for the Aircraft Operational Environment of DD-963
Class Ships; Fortenbaugh, R. L.; September 1978
2-55800/8R-3500
AGARD Rpt 122 The Influence of Drag Characteristics on the Choice of Landing Approach
Speeds; Lean, D. and R. Eaton; 1957
AGARD Rpt 357 Some Low-Speed Problems of High-Speed Aircraft; Spence, A. and D.
Lean, 1961
AGARD Rpt 372 Theory of the Flight of Airplanes in Isotropic Turbulence - Review and
Extension; Etkin, B.; April 1961
AGARD Rpt 420 Flight Measurements of the Influence of Speed Stability on the Landing
Approach; Staples, K. J.; 1963
AGARD-AR-82 The Effects of Buffeting and Other Transonic Phenomena on Maneuvering
Combat Aircraft; Hamilton, B. I. L.; July 1975
AGARD-AR- 134 Technical Evaluation Report on the Flight Mechanics Panel Symposium on
Stability and Control; Chalk, C. R.; January 1979
AGARD-CP-17 AGARD Stability and Control Meeting, September 1966
“Flying Qualities Criteria Problems and Some Proposed Solutions,"
Carlson, John W. and Richard K. Wilson
“Pilot-Induced Instability;" A'Harrah, R. C. and R. F. Siewert
AGARD-CP- 119 Stability and Control; "Flight Simulation - A Significant Aid In Aircraft
Design;' A'Harrah, R. C.; April 1972
AGARD-CP-199 Stall/Spin Problems in Military Aircraft; June 1976
AGARD-CP-235 Dynamic Stability Parameters; “Aircraft Stability Characteristics at High
Angle of Attack;" Kalviste, J.; November 1978
AGARD-CP-249 Piloted Aircraft Environment Simulation Techniques, "Handling Qualities of
a Simulated STOL Aircraft in Natural and Computer-Generated Turbulence
and Shear;" Sinclair, S. R. M. and T. C. West; October 1978
AGARD-CP-260 Proceedings of AGARD Flight Mechanics Panel Symposium on Stability
and Control, September 1978
"Are Today's Specifications Appropriate for Tomorrow's Airplanes?"
A'Harrah, R. C., J. Hodgkinson, and W. J. LaManna
“Flying Qualities and the Fly-by-Wire Aeroplane;" Gibson, J. C.
"L-1011 Active Controls Design Philosophy and Experience;"
Urie, David M.
AGARD-CP-319 Combat Aircraft Maneuverability; "The Military Flying Qualities
Specification, a Help or a Hindrance to Good Fighter Design?" A'Harrah,
Ralph C. and Robert J. Woodcock; December 1981
AGARD-CP-333 Criteria for Handling Qualities in Military Aircraft; "Simulation for Predicting
Flying Qualities;" Reynolds, P. A.; June 1982
AGARD-CP-452 Flight Test Techniques; “GRATE – A New Flight Test Tool for Flying
Qualities Evaluation,” Koehler, et al; DFVLR; Jul 1989
AGARD-CP-519 Recent Advances in Long Range and Long Endurance Operation of
Aircraft; “Aerial Refueling Interoperability from a Receiver Flying Qualities
Perspective”
NATO Rpt 408A Recommendations for V/STOL Handling Qualities; October 1964
NRC of Canada Rpt A Flight Investigation of Lateral-Directional Handling Qualities of V/STOL
LTR-FR- 12 Aircraft in Low Speed Maneuvering Flight; Doetsch, K. H., et al ; 15 August
1969
RAE Aero. 2504 Problems of Longitudinal Stability Below Minimum Drag, Speed, and
Theory of Stability Under Constraint; Neumark, S.; 1953
RAE Aero. 2688 A Review of Recent Handling Qualities Research, and Its Application to the
Handling Problems of Large Aircraft. Part I: Observations on Handling
Problems and Their Study. Part II: Lateral-Directional Handling; Bisgood, P.
L.; June 1964
RAE TM-FS-46 Developments in the Simulation of Atmospheric Turbulence; Tomlinson, B.
N.; September 1975
RAE TR-68140 Control Characteristics of Aircraft Employing Direct Lift Control, Pinsker, W.
J. G.; May 1968
RAE TR-71021 Glide Path Stability of an Aircraft Under Speed Constraint, Pinsker, \\'. J G.;
February 1971
TSS Standard 5 Supersonic Transport Aeroplane Flying Qualities; 22 May 1964
Ad Hoc Committee Report on B-58 Controllability in Flight, Wright Air Development Division, Wright-
Patterson AFB, OH, 2 April - 10 May, 1960
Anderson, Ronald O., A Second Analysis of B-58 Flight Control System Reliability, Flight Control
Laboratory, Wright-Patterson AFB, OH, 6 November 1962
Ashkenas, I. L. and T. Durand, "Simulator and Analytical Studies of Fundamental Longitudinal Control
Problems in Carrier Approach,” presented at AIAA Simulation for Aerospace Flight Conference, August.
1963
Behel, I. M. and W. B. McNamara, “F/A-18A High Angle of Attack/Spin Testing," 25th International Report
to the Aerospace Profession, Society of Experimental Test Pilots, September, 1981
Bureau of Naval Weapons Failure Rate Data Handbook, prepared by U. S. Naval Ordnance Laboratory;
Corona, CA (updated periodically)
Caravello, Christopher, Randal G. Joslin, Giuseppe Fristachi, Charles R. Bisbee, Steven S.
Weatherspoon, and Steven G. Henrich, Limited Flight Evaluation as a Function of Aircraft Longitudinal
Dynamics, Air Force Test Pilot School, Class 79A Final Report, December, 1979
Curry, R. E. and A. G. Sim, Unique Flight Characteristics of the AD-1 Oblique-Wing Research Airplane, J
Aircraft, v. 20, nr. 6, June, 1983
"Development of the F/A-18 Handling Qualities Using Digital Flight Control Technology," Society of
Experimental Test Pilots 1982 Report to the Aerospace Profession, 26th Annual Proceedings,
September, 1982
Dryden, Hugh L., “A Review of the Statistical Theory of Turbulence,” Turbulence - Classic Papers on
Statistical Theory, New York: Interscience Publishers, Inc., 1961
Etkin, B., "A Theory of the Response of Airplanes to Random Atmospheric Turbulence," J. Aero/Space
Sciences, July, 1959, 409-420
Etkin, Bernand, Dynamics of Atmospheric Flight, New York: Wiley, 1972
Etkin, Bernard, Dynamics of Flight, New York: Wiley, 1959
Finberg, Floyd, Report of the T-38 Flight Control System PIO Review Board. USAF ASD, February, 1963
Hirsch, Darrell, "Investigation and Elimination of PIO Tendencies in the Northrop T-38A," SAE Paper,
Amb, New York, July, 1964 NW Hodgkinson, J., "Equivalent Systems Approach for Flying Qualities
Specification," presented at SAE Aerospace Control and Guidance Systems Committee Meeting, Denver,
CO, 7-9 March, 1979
Hodgkinson, J., R. L. Berger, and R. L. Bear, “Analysis of High Order Aircraft/Flight Control System
Dynamics Using an Equivalent System Approach," presented at 7th Annual Pittsburgh Conference on
Modeling and Simulation, 26-27 April, 1976
Hodgkinson, J., W. J. LaManna, and J. L. Heyde, "Handling Qualities of Aircraft with Stability and Control
Augmentation Systems - A Fundamental Approach," J. R. Ae. S., February, 1976
Houbolt, John C., "Atmospheric Turbulence," AIAA J., Vol. II, No. 4, April, 1973, 421-437
"Industry Observer,” Aviation Week and Space Technology, 1 April, 1968, 13
Jacobson, Ira D. and Dinesh S. Joshi, “Investigation of the Influence of Simulated Turbulence on
Handling Qualities," J. Aircraft, Vol.14, No. 3, March 1977, 272-275
Jones, J. G., "Modelling of Gusts and Wind Shear for Aircraft Assessment and Certification,” Royal
Aircraft Establishment, Paper prepared for CAARC Symposium on Operational Problems, India, October,
1976
Lappe, V. Oscar and Ben Davidson, “On the Range of Validity of Taylor's Hypothesis and the Kilmogoroff
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30. DEFINITIONS
3.1 Aircraft classification and operational missions. For the purpose of this standard, the
aircraft specified in this requirement is to accomplish the following missions:____________. The
aircraft thus specified will be a Class aircraft. The letter -L following a class designation
identifies an aircraft as land-based, carrier-based aircraft are similarly identified by -C. When no
such differentiation is made in a requirement, the requirement applies to both land-based and
carrier-based aircraft.
REQUIREMENT RATIONALE (3.1)
The very reason for procuring aircraft is to perform one or more missions. The class designation
is used in the handbook to help particularize the requirements according to broad categories of
intended use.
REQUIREMENT GUIDANCE
The related MIL-F-8785C paragraphs are 1.3, 1.3.1 and 3.1.1.
Missions
The standard needs a specific mission statement to furnish guidance for interpreting qualitative
requirements as well as for consistent selection of quantitative requirements. Unfortunately, the
word "mission" is used in several contexts not only in this standard, but throughout the writings
pertinent to acquiring a new weapon system. In the broadest sense, "operational missions"
applies to classifying the aircraft as fighter, bomber, reconnaissance, etc., or to "accomplishing
the mission" of bombing, strafing, etc. In 3.1 the object is to introduce to the designer in general
terms the function of the vehicle he is to design. It should be sufficient for the procuring activity
to refer to those paragraphs of the System Specification and Air Vehicle Specification to define
the overall performance requirements, the operational requirements, employment and
deployment requirements.
The operational missions considered should not be based on just the design mission profiles.
However, such profiles serve as a starting point for determining variations that might normally
be expected in service, encompassing ranges of useful load, flight time, combat speed and
altitude, in-flight refueling, etc., to define the entire spectrum of intended operational use.
"Operational missions" include training and ferry missions.
The intended use of an aircraft must be known before the required configurations, loadings, and
the Operational Flight Envelopes can be defined and the design of the aircraft to meet the
requirements of this standard undertaken. It additional missions are foreseen at the time the
detail specification is prepared, ft is the responsibility of the procuring activity to define the
operational requirements to include these missions. Examples of missions or capabilities that
have been added later are in-flight refueling (tanker or receiver), aerial pickup and delivery, low-
altitude penetration and weapon delivery, and ground attack for an air-superiority fighter or vice
versa.
Once the intended uses or operational missions are defined, a Flight Phase analysis of each
mission must be conducted. With the Flight Phases established, the configurations and loading
states which will exist during each Phase can be defined. After the configuration and loading
states have been defined for a given Flight Phase, Service and Permissible Flight Envelopes
can be determined and Operational Flight Envelopes more fully defined.
.
There are no recommended tasks for Flight Phase Category 8 because this Flight Phase Category
generally consists of low-gain (low-bandwidth) tasks. Possible flying qualities problem in this Flight Phase
Category will normally be exposed in the more demanding tasks for Flight Phase Categories A and C,
and by normal operations during the flight test program. Thus, special tasks for this Flight Phase
Category are not normally considered necessary. However, Flight Phase Category B tasks are normally
of much longer duration than the tasks in the other Categories. Pilot fatigue may become a significant
factor in certain mission critical Category B tasks, in which case an evaluation of this kind of task might be
required.
Proof of compliance in these demonstration tasks will consist of pilot comments and Cooper-Harper (C-H)
ratings. For Level 1, pilot comments must indicate satisfaction with aircraft flying qualities, with no worse
than "mildly unpleasant" deficiencies, and median C-H ratings must be no worse than 3.5 in calm air or in
light atmospheric disturbances. For Level 2, pilot comments must indicate that whatever deficiencies may
exist, aircraft flying qualities are still acceptable, and median C-H ratings must be no worse than 6.5 in
calm air or light atmospheric disturbances. For Level 3, pilot comments must indicate that the aircraft is at
least controllable despite any flying qualities deficiencies, and median C-H ratings must be no worse than
9.5 in calm air or light atmospheric disturbances. In moderate to severe atmospheric disturbances pilot
comments and C-H ratings must comply with the requirements of 4.9.1.
Actual task performance is not recommended for use as proof of compliance because it is even more
subject to pilot variability than pilot comments and C-H ratings. The performance objectives suggested in
the tasks described below are not intended for use as proof of compliance, but, rather, for use with the C-
H scale. Specific definitions of desired and adequate performance objectives reduce pilot variability by
insuring that all of the evaluation pilots attempt to achieve the same level of performance. In the
performance objectives suggested below, adequate performance is set at a level sufficient to successfully
perform similar tasks in operational service. Desired performance is set at a more demanding level to
insure that system deficiencies are exposed. Although task performance is not recommended as proof of
compliance, task performance should be recorded and analyzed by the flight test engineers to insure that
pilot ratings are reasonably consistent with the level of performance achieved and that all pilots seem to
be attempting to achieve the same level of performance.
The evaluation of aircraft flying qualities is basically a subjective science, and human variability makes
analysis of the results a difficult proposition. Nevertheless, there are steps that can be taken to reduce
variability in the results and insure a good evaluation. First of all, it is absolutely necessary that more than
one evaluation be made for each test condition. Studies of inter-pilot C-H rating variability have indicated
that three pilots is the minimum number of pilots for an adequate evaluation (CAL Report No. TB-1444-F-
1 and NADC-85130-60). More pilots will increase confidence in the results, but NADC-85130-460 further
demonstrated that the point of diminishing returns was reached at about six. Therefore, the
recommended number of pilots per test condition is three to six. Careful selection of the evaluation pilots
will also reduce the variability in results. All of the evaluation pilots must be test pilots trained in the use of
the C-H scale and they all must be experienced in the Class of aircraft under evaluation. Furthermore, for
acquisition purposes, it is highly desirable that at least half of the evaluation pilots be military-employed
test pilots. (Use of operational pilots to evaluate the aircraft during the development effort can often
provide additional insights into the handling qualities. Such evaluations are strongly encouraged.
However. for the purpose of demonstrating compliance with this requirement, the evaluation pilots should
be trained test pilots.)
In order to insure that all of the pilots attempt to achieve the same level of performance, and thus insure
consistency and reduce the effects of pilot variability, it is extremely important to explicitly define the
desired and adequate levels of task performance to be used for the C-H ratings. Best results are
achieved with task performance defined in terms of quantifiable objectives which the pilot can readily
observe himself in real time. Furthermore, consideration must be given to defining objectives that can
also be recorded on some medium so that the flight test engineer can confirm that pilot ratings are
reasonably consistent with task performance. Defining quantifiable and recordable task performance
objectives and setting appropriate levels of desired and adequate performance is the most difficult part of
planning the flying qualities evaluation. Guidance on task objectives for each of the recommended tasks
is given in subsequent paragraphs in this section and lessons learned from past experience are provided
in Verification Lessons Learned.
Another method to reduce the effects of variability is to use the “long-look” evaluation technique. In this
technique the pilot continues or repeats the task until he is confident of his evaluation before he assigns a
C-H rating. (As opposed to doing it once and assigning a rating.) The "long-look" approach allows the pilot
a more extensive appraisal of the test condition. it allows him to weed out the effects of unique events in a
single run. It allows him to get over the learning curve, and it allows him to clear his memory of
characteristics he may have observed in evaluation of a preceding condition. Although the C-H rating is
given only after multiple runs, pilot comments must be provided during and after each run. In order to
insure that variability is not introduced by pilots doing different numbers of repeat runs, the recommended
procedure is to specify a minimum number of runs to be performed before a rating can be given, and
allow the pilot to make additional runs it he feels it is necessary.
Pilot comments should be considered the most important data. A C-H rating is only a summary of
observed flying qualities characteristics into a single number. Pilot comments identity the specific
deficiencies, if any, that must be corrected. Furthermore, the "long-look" technique filters the effects of
deficiencies on the C-H rating because, over several runs, the pilot learns to compensate for some
deficiencies. Since pilot comments are given for every run, the comments will identity all observed
deficiencies, even those which can be compensated for. Comments on succeeding runs provide guidance
on the pilot's ability to compensate for the deficiencies and the final C-H rating indicates the relative
significance of these deficiencies. Therefore, pilot comments must be recorded and analyzed for every
test run.
Time and cost constraints prohibit piloted evaluation of every task in every possible aircraft configuration
at every possible point in the flight envelope. The conditions that must be evaluated are the most
common operating conditions, operating conditions critical to the mission of the aircraft, and the worst
case conditions, especially those where the quantitative, open-loop flying qualities requirements are
violated by wide margins. For aircraft with multiple flight control modes, all mode transitions should be
evaluated at common, mission critical, and worst case conditions, especially mode switches which are
done automatically, as opposed to those deliberately switched by the pilot. Furthermore, the degradation
due to atmospheric disturbances should be demonstrated by evaluation at different levels of
disturbances. Evaluation of the effect of severe atmospheric disturbances may be performed in ground
simulation. When using simulation to predict the degradation of flying qualities due to severe atmospheric
disturbances, it will be necessary to correlate C-H ratings gathered from simulation sessions in light to
moderate turbulence with C-H ratings obtained from flight test in light to moderate turbulence for the
same task.
The following paragraphs discuss some recommended tasks and some suggested performance
objectives for each task. BEAR IN MIND THAT THE PERFORMANCE OBJECTIVES ARE NOT
REQUIRED AS PROOF OF COMPLIANCE. THEY ARE INTENDED FOR USE WITH THE COOPER-
HARPER SCALE TO REDUCE PILOT VARIABILITY. Most of these tasks are equally suitable for both the
"operational" technique and the HQDT technique (see 5.1.11.6 Verification Guidance). The following list
of tasks is not exclusive. Any closed-loop task, performed aggressively, may be used to evaluate an
aircraft's handling qualities and PIO characteristics. When developing a specification for a particular
program, the procuring agency should discuss possible tasks and performance objectives with other
procuring agencies, Wright Laboratory, AFFTC, and potential contractors.
Capture Tasks
Capture tasks are intended to evaluate handling qualities for gross acquisition as opposed to continuous
tracking. A wide variety of captures can be done provided that the necessary cues are available to the
pilot. Pitch attitude, bank angle, heading, flight path angle. Angle-of-attack, and g captures have all been
done in previous programs to evaluate different aspects of the aircraft response. These capture tasks are
done almost precognitively by the pilot and are usually over so quickly that they do not lend themselves
well to use with the Cooper-Harper scale. It can be done, of course, but it is not necessary. Qualitative
comments are sufficient proof of compliance for these tasks.
These capture tasks can give the pilot a general impression of the handling qualifies of the
aircraft, but because they do not involve closed-loop tracking they do not expose all of the
problems that arise in continuous control tasks. Capture tasks should riot be used as the only
evaluation tasks. As a minimum an off set precision landing task and some form of tracking task
should also be used. Capture tasks are
ideal as a pre-test before performing high-gain, closed-loop tasks because they serve to
familiarize the pilot With the aircraft response before attempting the more difficult (and
sometimes more dangerous) high-gain, closed-loop tasks. If hazardous motions result from the
capture tasks at any flight condition, closed-loop tasks should not be attempted at that flight
condition, and the aircraft should be considered to have failed this requirement at that condition.
For pitch captures, the aircraft is trimmed about a specified flight condition. The pilot aggressively
captures 5° pitch attitude (or 10° if the aircraft is already trimmed above 5°). He then makes a series of
aggressive pitch captures of 5° increments in both directions. He then continues this procedure with 10°
increments in both directions, and then with 15° increments in both directions. Aircraft with more
capability can continue the procedure with larger pitch excursions. It possible, the initial conditions for
each maneuver should be such that the aircraft will remain within ±1000 feet and ±10 knots of the
specified flight condition during the maneuver, however, large angle captures at high-speed conditions
will inevitably produce larger speed and altitude changes. If the aircraft should get too far from the
specified condition during a task, it should be retrimmed about the specified condition before starting the
next maneuver.
The other kinds of captures are usually done in a similar manner, with some minor differences. G
captures are usually done from a constant-g turn and the increments are usually ±1 g, ±2g, and ±3g. and
larger increments if the aircraft has greater capability. Heading captures ran be used to evaluate the yaw
controller alone (usually small heading changes of 5° or less) or to evaluate coordination of yaw and roll
controllers (larger heading changes).
Bank angle captures are also commonly done using bank-to-bank rolls. Starting from a 150 bank angle,
the pilot aggressively rolls and captures the opposite 15° bank angle (total bank angle change of 30°). He
then rolls back and captures 150 bank in the original direction. This procedure should continue for a few
cycles. The procedure is then repeated using 30° bank angles, and then repeated again using 45° bank
angles. Aircraft with more capability can continue the procedure with larger bank angles. A variation of
this is to capture wings-level from the initial banked condition. Four-point and eight-point rolls, standard
aerobatics maneuvers, are also good tests of roll control.
Air-to-Air Tracking
The air-to-air tracking task consists of two phases: gross acquisition and fine tracking. Gross acquisition
evaluates the ability to point and capture with mode rate-amplitude inputs. Fine tracking evaluates
continuous closed-loop controllability. Two different kinds of targets have been used successfully in
handling qualities evaluations: a real target aircraft and a target generated by a HUD (Head-Up Display).
If a real target is used, there are several possible target maneuvers which have been used in handling
qualities evaluations in the past. In all cases the target aircraft begins the maneuver from straight and
level flight in front of the evaluation aircraft at a specific flight condition. Throughout the maneuver the
evaluation aircraft should remain within ±1000 feet of the test altitude and within ±50 knots of the test
airspeed.
The maneuver most commonly used is an S-turn. The target aircraft initiates a level turn at a specified
load factor. After a specified time period the target unloads, reverses, and begins a level turn in the
opposite direction at the specified load factor. After a specified time period, the maneuver is terminated.
For gross acquisition, the evaluation pilot should allow the target aircraft to achieve a certain
amount of angular displacement before he initiates his maneuver to acquire the target. Some
programs have stated the angular displacement explicitly (for example, 100 mils or 30°). Other
programs have used the point at which the target crosses the canopy bow to initiate gross
acquisition. Yet another option is to allow a specified amount of time between the target aircraft
turn and the evaluation aircraft turn (3-4 seconds). Commonly used performance objectives for
gross acquisition are time to acquire, the number of overshoots, and the size of the overshoots.
Acquisition is defined as bringing the pipper (or whatever the pilot is using to track with) within a
certain radius of some specified point on the target (tail pipe, fuselage/wing junction, canopy,
etc.). Time to acquire is the time it takes to bring the pipper within this radius and keep it there.
Time to acquire is a difficult objective to recommend specific values for in a general standard
because it is not only a function of handling qualities, but also a function of handling
of the size of the initial angular displacement between pipper and target point and of the maximum pitch
rate performance of the aircraft under evaluation. Programs must consider both of these when
determining what time to acquire to specify. An overshoot is when the pipper moves past the target point
by some amount of angular displacement. Some suggested performance objectives are given in table
LVIll.
An illustration of overshoot is shown in the sketch below, which shows the time histories of three
theoretical gross acquisitions. Assume the desired criteria are: no more than one overshoot greater than
5 mils and no overshoots greater than 10 mils. The thick continuous line would fail this criteria because it
has one overshoot greater than 10 mils (at about 0.5 seconds). The thin continuous line also fails this
criteria because it has two overshoots greater than 5 mils (around 0. 5 seconds and 0.9 seconds). The
dashed line meets this criteria because it has only one overshoot that exceeds 5 mils but that overshoot
is less than 10 mils.
For fine tracking, the time between reversals should allow for time to acquire plus time for extended
tracking. A minimum of at least 20 seconds between reversals is recommended. The nominal range
between the target aircraft and the evaluation aircraft should be about 1500 feet, with excursions of no
more than ±500 feet from nominal. The performance objective for fine tracking is to keep the pipper within
a certain radius of the target point for a large percentage of the tracking time. Some suggested
performance objectives are given in table LVIII.
For the long-look technique, this maneuver should be repeated a few times before giving a C-H rating. On
a ground-based simulator the sequence of turns can continue uninterrupted until the evaluation pilot is
confident that he has a good evaluation of the aircraft. This evaluation should be conducted at different
airspeeds, different altitudes, and with different load factors throughout the Operational and Service Flight
Envelopes.
Another common target maneuver is the wind-up turn. In the wind-up turn, the target aircraft begins a turn
and slowly and smoothly increases the load factor to a specified maximum load factor. The target aircraft
should attempt to maintain a specified rate of g increase, about .2 g/sec is recommended. The maneuver
is terminated shortly after the maximum load factor is reached. Gross acquisition in this maneuver is
similar to that for the S-turns. For fine tracking, the rate of g increase should allow sufficient time for gross
acquisition and extended tracking time. For the long-look technique this maneuver should be repeated a
few times. This evaluation maneuver should be initiated from various altitudes and airspeeds throughout
the Operational and Service Flight Envelopes.
Other target-tracking maneuvers that have been used in the past are discussed in Verification Lessons
Learned.
TABLE LVIII. Suggested performance objectives for various evaluation tasks - Cont'd.
Suggested Tasks Suggested Performance Objectives
Offset Precision Desired Performance
Landing: Touchdown Touchdown zone: within ±25 feet of aimpoint laterally, within -100 to +400
feet of aimpoint longitudinally
(Conventional aircraft)
Speed at touchdown: maximum of 5 knots above landing speed, minimum
TBD
Attitude at touchdown: TBD
Sink rate at touchdown: TBD
No PIO
Adequate Performance
Touchdown zone: within ±50 feet of aimpoint laterally, within -250 to +750
feet of aimpoint longitudinally
Speed at touchdown: maximum of 10 knots above landing speed, minimum
TBD
Attitude at touchdown: TBD
Sink rate at touchdown: TBD
Offset Precision Desired Performance
Landing: Touchdown Touchdown zone: within ±10 feet of aimpoint laterally, within -25 to +75 feet
of aimpoint longitudinally
(STOL aircraft)
Speed at touchdown: maximum of 2 knots above landing speed, minimum
TBD
Attitude at touchdown: TBD
Sink rate at touchdown: TBD
No PIO
Adequate Performance
Touchdown zone: within ±25 feet of aimpoint laterally, within -100 to +400
feet of aimpoint longitudinally
Speed at touchdown: maximum of 5 knots above landing speed, minimum
TBD
Attitude at touchdown: TBD
Sink rate at touchdown: TBD
Offset Precision Desired Performance
Landing: Rollout and Keep the nosewheel within ±10 feet of the runway centerline
Takeoff Roll No PIO
Adequate Performance
Keep the nosewheel within ±25 feet of the runway centerline
TABLE LVIII. Suggested performance objectives for various evaluation tasks - Cont'd.
Suggested Tasks Suggested Performance Objectives
Takeoff Climbout Desired Performance
Flightpath control: Keep within ±1 degree of specified climbout angle
Groundtrack: Keep aircraft within ±10 feet of runway centerline or within ±2
degrees of runway heading
No PIO
Adequate Performance
Flightpath control: Keep within ±2 degrees of specified climbout angle, but
not less than 0°
Groundtrack: Keep aircraft within ±25 feet of runway centerline or within ±5
degrees of runway heading
An alternative to using a real target aircraft is to do a HUD tracking task. In this task, a target symbol
(tracking bars or a line-drawing of a target) is projected on the HUD which commands pitch and roll
changes that the evaluation pilot must follow. The pitch and roll commands can be combinations of steps
and ramps, a smoothly-varying function (such as a sum-of-sines) or a simulated target aircraft maneuver
(such as those described above). The sequence of pitch and roll commands should be designed so as to
keep the aircraft within =1000 feet of the test attitude and within ±50 knots of the test airspeed. The
sequence should be long enough and complex enough that the pilot cannot learn to anticipate the
commands. Some example sequences that have been used before are discussed in Verification Lessons
Learned.
Air-to-Ground Tracking
The air-to-ground tracking task has two phases: gross acquisition and fine tracking. Gross acquisition
evaluates the ability to switch from one target to another. Fine tracking evaluates the ability to
continuously track a target.
For this task, the aircraft flies at a specified glideslope and airspeed toward a group of widely-spaced
targets on the ground. The airspeed and glideslope should be representative of the intended operational
application for the aircraft. Initial range to the targets should allow time for acquisition and tracking of
several targets. The targets should be from 60 to 180 feet apart perpendicular to the flight path and
anywhere from 90 to 360 feet apart parallel to the flight path. The pilot aggressively captures the first
target and tracks it for a specified period of time (4 seconds is recommended), and then acquires and
tracks succeeding targets. The sequence of targets to be tracked should be specified in advance. As the
aircraft approaches the targets the angular displacement between the targets will increase. Therefore, at
long range the sequence should require switching between the more widely-spaced targets (from one end
of the group to the other end, for example). As the range closes the sequence should require switching
between targets which are closer together (adjacent targets). The last target switch should require a pitch
up. A minimum recovery altitude should be specified at which the pilot must abandon the task. This
minimum attitude should consider the airspeed and dive angle of the task and should allow plenty of
margin for the pilot to pull out. Suggested performance objectives are the same as those for air-to-air
tracking. Some suggested performance objectives are given in table LVIII.
Close Formation Task
While the tracking tasks put a lot of emphasis on attitude control, close formation tasks put more
emphasis on flight path control. The task consists of holding close formation with a target aircraft as it
maneuvers. Both wing and trail formations are used. The performance objective is to maintain relative
position between the target aircraft and the aircraft under evaluation. Specific objectives are difficult to
recommend because the pilot usually uses visual alignment of some part of his aircraft against the target
aircraft to gauge his position, and, of course, this will vary with evaluation aircraft and target aircraft.
Some suggested displacements to use for performance objectives are given in table LVIII, however,
consideration should be given to the nature of the target maneuvers. More relaxed performance
objectives should be used for the more extreme target maneuvers. A procuring agency will have to
determine for themselves what these numbers mean in terms of visual alignment with the target aircraft in
their program.
The target maneuvers used in this task are usually the same or similar to the ones used in the air-to-air
tracking task, including the ones mentioned in Verification Lessons Learned. For the long-look technique
the task should be done a few times in the wing formation and then done a few times in trail formation
and then rated. The pilot's objectives in this task are outside visual references which are difficult to gauge
and are usually not recorded by any medium (unless a video camera is specially mounted for this task or
an observer is carried in one of the aircraft).
Aerial Refueling
There are two types of aerial refueling: probe-and-drogue and flying boom. To date, evaluation tasks
associated with both types of aerial refueling have not been formalized as much as those for tracking and
precision landing tasks. Some formalized tasks which have been used in previous programs are
described below.
For boom-type aerial refueling, the most frequently used evaluation task is some type of boom tracking
task. Two approaches have been tried. The first approach is to track the nozzle of the boom with a
waterline symbol or a pipper on the HUD or windscreen. The evaluation aircraft takes station in the pre-
contact position about 50 feet aft and down on a 30 deg line from the tanker, which maintains steady,
level flight with the boom extended. The boom may be held stationary or moved around slowly (no more
than 1 deg/sec). The tracking time should be extensive for a good evaluation: two to four minutes is
recommended. The performance objective is to keep the pipper or waterline symbol within a certain
radius of the nozzle of the boom for a large percentage of the tracking time. Some suggested
performance objectives for this approach are given in table LVIII.
In the second approach the evaluation pilot attempts to keep the end of the boom visually aligned with
some point on the tanker aircraft. The evaluation aircraft maintains the pre-contact position within about
±10 feet. In this approach the boom is held stationary. The recommended tracking time is two to four
minutes. The performance objective in this approach is to keep the end of the boom visually aligned
within a clearly discernible area on the tanker for a specified percentage of the tracking time. It is difficult
to recommend performance objectives for this approach because they will depend on the type of tanker in
use. However, an example of a project which used this approach with a KC-135 is given in Verification
Lessons Learned.
For probe-and-drogue refueling actual hook-ups have been used as evaluation tasks. In one such
program, the performance objective was the ratio of successful hook-ups to attempted hook-ups. The
task starts from the standard pre-contact position. When cleared for contact, the evaluation pilot
establishes a 3-5 knot closure rate towards the drogue and attempts to make contact. If the drogue is
successfully engaged, the evaluation pilot stabilizes for approximately 30 seconds, and then establishes a
3-5 knot separation rate to disconnect and return to the pre-contact position. It the closure rate exceeds 5
knots, the probe tip passes the outside edge of the drogue basket, the probe tips the basket, or if a
hazardous situation develops, the hook-up attempt is aborted and the evaluation pilot returns to the pre-
contact position before making another attempt. The performance objective is a certain percentage of
successful hook-ups out of a specific number of attempts. Six to twelve is the recommended number of
attempts. Some suggested performance objectives are given in table LVIII.
landing, which is brought to a complete stop. On a ground-based simulator, the aircraft should be brought
to a stop every time. On ground-based simulators, pilots tend to be "lower gain” than they are in flight. To
counter this, light random turbulence and fairly large discrete gusts should be introduced throughout the
task. In particular, a discrete gust should be introduced after the offset correction. Degradation with
atmospheric disturbances (4.9.1) should be evaluated by increasing the turbulence and the gusts and by
adding crosswinds and wind shears.
Because this task is done in close proximity to the ground it should not be attempted if other evaluations
(analysis, ground simulation, or flight test) indicate a high probability of Level 3 handling qualities or
hazardous PIO tendencies. Therefore offset precision landing tasks should be performed on a ground-
based simulator and approach handling qualities should be evaluated with other in-flight tasks (such as
HQDT) before attempting actual off set precision landings in flight test. Obviously, if this task is
considered too dangerous to attempt, the aircraft is considered to have failed this requirement.
Takeoff
Takeoff tasks have not been done as often as landing and tracking tasks, so there is little practical
experience on which to base the task recommended here. The task consists of three phases: takeoff roll,
rotation, and climb-out. The takeoff roll evaluates ground handling from brake release to takeoff rotation.
The rotation phase evaluates ability to control attitude during takeoff. The climb-out phase evaluates
ability to control flightpath after takeoff, including leaving ground effect and gear transients.
The takeoff roll begins from takeoff condition at the end of the runway. The pilot advances the throttles to
a specified setting and releases the brakes. The task is to track the runway centerline as the aircraft
accelerates. The suggested performance objectives for this phase are the same as those for landing
rollout. Some suggested performance objectives for the takeoff roll are given in table LVIII.
At a specified speed the pilot briskly rotates the aircraft to takeoff attitude. Performance objectives in this
phase are attitude control, number of overshoots, and size of overshoots. An overshoot in this case is
defined as any deviation above the specified takeoff attitude. The purpose of the overshoot limit is to
prohibit over-rotation. Some suggested performance objectives for takeoff rotation are given in table LVIII.
Determination of performance objectives for overshoot are dependent on aircraft geometry and the
recommended takeoff attitude.
After main wheel liftoff, the pilot maintains a specific flightpath angle and groundtrack. He maintains this
flightpath until the landing gear has been retracted and all transients have settled out. Some suggested
performance objectives for takeoff climbout are given in table LVIII. Determination of performance
objectives for flightpath control should consider what cues are available to the pilot. In most cases pitch
attitude is used as a substitute when flightpath angle is not an available cue. The tolerance for adequate
flightpath control should not allow a negative flightpath angle. For groundtrack control, heading angle may
be used as a substitute for deviation from runway centerline.
It would be impractical to evaluate takeoff roll with a long-look technique in flight test because the aircraft
would have to land and taxi back to the end of the runway each time. However, rotation and climb-out
could be evaluated with a long-look technique by doing touch-and-goes. On a ground-based simulator the
entire task could be done using a long-look technique. As with the landing tasks, light random turbulence
and moderate discrete gusts should be used to increase the pilot's “gain” on a ground-based simulator.
Degradation with atmospheric disturbances (4.9.1) can be evaluated on the ground simulator by
increasing the turbulence and gusts and by adding crosswinds and wind shears.
VERIFICATION LESSONS LEARNED
An important source of guidelines on the use of tracking techniques for handling qualities evaluation is
AFFTC-TD-75-1. AFFTC-TD-75-1 discusses execution and analysis of results of both air-to-air and
air-to-ground techniques. Many of the recommendations in AFFTC-TD-75-1 are also applicable to other
closed-loop handling qualities evaluation techniques. Further discussions of the design and conduct of
handling qualities testing and the use of the Cooper-Harper scale can be found in CAL Report TB-1444-
F-1, NADC-85130-60, NASA TN D-5153, AlAA 89-3358, and AlAA 90-2822.
Some of the. most detailed descriptions of closed-loop evaluation tasks which have been used in the past
can be found in USAFTPS and AFFTC handling qualities test plans and flight test reports. Descriptions of
several tasks taken from USAFTPS Letter Reports can be found in AFFDL-TR-77-34 and AFFDL-TR-79-
3126. AFFTC, handling qualities reports which contain descriptions of several closed-loop evaluation
tasks include AFFTC-TR-75-15 (the YF-16), AFFTC-TR-77-11 (the A-10), AFFTC-TR-77-23 (the YF-16
Control Configured Vehicle (CCV)), AFFTC-TR-83-45 (the Advanced Fighter Technology Integration
AFTI/F-16), and AFFTC-TR-91-29 (the F-15 STOL and Maneuver Technology Demonstrator (SIMTD)).
Another source of closed-loop evaluation tasks is the Standard Evaluation Maneuver Set (STEMS). The
results of this project are documented in WL-TR-93-3081, WL-TR-93-3082, and WL-TR-93-3083. The
main products of this project were: 1) a process to develop handling qualities evaluation maneuvers, 2)
an initial set of 20 evaluation maneuvers tested in ground simulation, and 3) guidelines to help users
select appropriate maneuvers. WL-TR-93-3081 describes the maneuver development process. WL-TR-
93-3082 provides descriptions of the initial set of evaluation maneuvers and a selection guide. WL-TR-93-
3083 documents the results of the ground simulation tests of the initial maneuver set. The maneuvers
developed in this project were primarily aimed at evaluation of agility and high-angle-of-attack flying
qualities, however, there were some conventional flying qualities evaluation maneuvers as well. AIAA-93-
3645 provides a summary of the STEMS project.
Air-to-Air Tracking
Air-to-air tracking is one of the most commonly used handling qualities evaluation techniques. Examples
of the use of this kind of task can be found in many handling qualities reports. The task descriptions and
performance objectives recommended in Verification Guidance stem largely from numerous USAFTPS
projects conducted in the mid-1970s to the early 1980s using the variable-stability NT-33A. The task
descriptions in these projects remained fairly similar throughout this period and are documented in
AFFDL-TR-77-34 and AFFDL-TR-79-3126. In the earliest of these tests the performance objectives for
Cooper-Harper ratings were undefined. The performance objectives gradually became better defined with
succeeding projects. The performance objectives suggested in Verification Guidance reflect the
objectives used in the later projects. Similar performance objectives were used on McDonnell-Douglas
and Wright Laboratory ground simulators during the development of the F-15 S/MTD (WRDC-TR-49-
3036).
Some other target maneuvers which have been used in air-to-air tracking are a modified Lazy-Eight
maneuver, a constant-g barrel roll, and an unpredictable target maneuver. Discussions of the use of the
modified Lazy-Eight and the barrel roll maneuver can be found in AFFDL-TR-79-3126. The unpredictable
target is a target which is free to maneuver within certain restrictions. Normally. it is restricted in airspeed
(typically within ± 50 knots of test condition), altitude (typically within ± 1000 feet of test condition), load
factor, and onset rate (typically restricted to no more than .5 g/sec).
One of the conventional evaluation tasks of the STEMS project was Tracking in Power Approach. The
task was to track a target aircraft from approximately 1500 ft range in power approach configuration at
approach airspeed. The target performed gradual S-turns with periods of straight flight between turns.
Constant altitude was maintained during the maneuver. The evaluation pilot selected specific aim points
on the target and tracked them during the maneuver. In the simulation, different target profiles were
required for different Classes of aircraft. For fighter aircraft, the target performed a 30° heading change
vary 20 seconds. For transport aircraft, a 15° heading change was performed every 15 seconds. Desired
performance was to keep the pipper within ±5 mils of the aim point for 50% of the task and within ±25 mils
for the remainder of the task, with no PIO. Adequate performance was to keep the pipper within ±5
mils of the aim point for 10% of the task and within ±25 mils for the remainder of the task. This maneuver
can be performed at a safe altitude before attempting precision landings.
HUD tracking tasks have been used in a number of handling qualities research programs. Some example
step-and-ramp tracking sequences are shown on figure 273. The sequences shown in a) and b) are pitch
tracking sequences that were used on the NT-33A in USAFTPS projects (USAFTPS Report 8213-4). The
two sequences shown in c) are a combined pitch and roll tracking sequence used on the NT-33A and on
Calspan's variable-stability LearJet in many recent projects (Calspan Report No. 7738-24). Another type
of sequence in use is a sum-of-sines. This is a frequency-based function driven by an equation such as:
n
Θc = K ∑A
i =1
i sin(ωi t + φi )
Such a function was used in a project on the LearJet (AFFTC-TLR-93-41) using 13 sine waves evenly
spaced in frequency between 0.1 and 30 rad/sec. The HUD symbology usually used in HUD tracking
tasks are tracking bars, but with the computational power and electronic displays available today, it is
worth considering special flight test software to provide a more definitive target.
One advantage of HUD tracking tasks is that, if the HUD update rate and HUD dynamic characteristics
are duplicated in the simulators, the task itself can be identical between ground simulation, in-flight
simulation, and flight test, providing a greater degree of commonality between these three stages of
evaluation. Bear in mind, though, that HUD dynamic characteristics will affect handling qualities more in
these tasks than in tasks such as formation flying or VFR landings.
Air-to-Ground Tracking
Previous flight test programs which have used air-to-ground tracking techniques include the A-10
(AFFTC-TR-77-11 and Brandeau, AFFDL-TR-78-171). YF-16 CCV (AFFTC-TR-77-23), and AFTI/F-1 6
(AFFTC-TR-83-45). A very promising system for an air-to-ground tracking task called GRATE (Ground
Attack Targeting Equipment) was developed and tested by the Deutsche Forschungs-und
Versuchsanstalt fur Luft-und Raumfahrt (DFVLR) in the 1980s (Koehler, NASA CP 2428 and Koehler,
AGARD-CP-452). This task used a pattern of lights on the ground as a target. The pilot acquires and
tracks each light in turn as the lights are illuminated in a specific sequence. The Germans evaluated this
task with an AlphaJet with great success. The task was also subsequently used successfully on a ground-
based simulator (Biezad, AFWAL-TR46-3093). In 1987 the Dryden Flight Research Center (DFRC)
developed a derivative system known as the Adaptable Target Lighting Array System (ATLAS). This
system has been tested with the NT-33 (USAFTPS-TR-88A-TM 1), the X-29 (NASA TM 101700), and the
F-15 S/MTD. An example of a typical ATLAS array is shown on figure 274. The ATLAS system is
currently operational at DFRC at Edwards AFB.
Boom tracking using visual alignment with the tanker was proposed as a handling qualities task by the
4950th Test Wing in a flight test project to develop an aerial refueling evaluation task for Class III aircraft.
The tanker aircraft in their project was a KC-135. The visual desired zone for their task was between the
rivet lines on the bottom of the KC-135. The adequate zone was the edges of the fuselage. A diagram of
these zones is shown in Figure 275. In the test they used two different evaluation aircraft: a C-135 and a
C-18. The performance objective was the cumulative time the evaluation pilot could keep the boom
nozzle aligned within the desired zone during two minutes of tracking. Four different levels of desired
performance were tested: 30 seconds, 45 seconds, 60 seconds, and 75 seconds. Adequate performance
was defined as keeping the nozzle within the adequate zone for the entire 2 minutes. Unfortunately, the
pilots considered both aircraft Level 2 for this task because of the amount of compensation required. The
results for all four levels of desired performance gave Level 2 C-H ratings for both aircraft, thus the C-H
ratings give no indication of which is the best value to use for desired performance. The results do lend
credence to their choice of adequate criteria, but this was not a variable in the test. Nevertheless, based
on the performance achieved with both aircraft throughout the project, the pilot consensus was that 60
seconds in the defined desired zone (or about 50% of the tracking time) was “both attainable and
realistic" and that the task was demanding enough to expose undesirable handling qualities. This project
was documented in 4950-FTR-93-05.
The STEMS project also tested a boom tracking task. The task was to track the refueling probe of a
tanker from the pre-contact position. The evaluation pilot can track a steady probe, periodically changing
aim points on the boom (such as the boom wingtips), or the boom operator can make small random
horizontal and vertical movements with the boom to create tracking errors. Desired performance in the
STEMS project was to maintain the aim point within a 30-mil radius of the pipper for at least 50% of the
task, with no objectionable PlOs. Adequate performance was to maintain the aim point within a 50-mil
radius of the pipper for at least 50% of the task.
Probe-and-drogue refueling was used as an evaluation task in an experiment with the NT-33A
documented in AFFDL-TR-74-9. Standard probe-and-drogue refueling procedures were used. However,
adequate and desired performance objectives were not explicitly defined for this project. The performance
objectives suggested in Verification Guidance are taken from a USAFTPS study of response-types, for
probe-and-drogue refueling performed with the NT-33A in October 1993.
A position-keeping evaluation task has been used extensively for tanker evaluations including the S-3
with a buddy store, the KC-10, the KC-130, and the KC-135. A detailed description of this test technique
and lessons learned from these test programs is provided in AGARD CP-519.
Offset Precision Landing
This is another task which is so widely used for handling qualities evaluations that descriptions of it can
be found in many handling qualities reports, particularly those that deal with approach and landing. The
suggested performance objectives for the approach and touchdown phases are taken largely from
Calspan experience with the NT-33A and the Total In-Flight Simulator (TIFS). Discussions of the use of
this task can be found in NASA CR 172491, NASA CR 178188, AFWAL-TR-81-3118, and AIAA 93-3816.
Some data on the size of the suggested landing zone was provided in a USAFTPS project which studied
the effect of different performance objectives on touchdown C-H ratings with three different Class IV
aircraft: the F-15D, the F-16D, and the F/A-18B. The experiment looked at three different desired landing
zones: 25 feet wide by 200 feet long. 50 feet wide by 400 feet long, and 75 feet wide by 600 feet long. C-
H ratings for each aircraft and each landing zone were compared with the pilots' qualitative appraisal of
each aircraft. For the 75x600 foot zone, all three aircraft received basically Level 1 C-H ratings. For the
50x400 foot zone, the F/A-18 received basically Level 1 C-H ratings, the F-15 had borderline Level
1/Level 2 C-H ratings, and the F-1 6 got basically Level 2 C-H ratings. For the 25x200 foot zone, all three
aircraft received basically Level 2 C-H ratings. The project report found the results from the 50x400 foot
zone to be most representative of the pilots' qualitative opinions of each aircraft.
Additional data on the size of the suggested landing zone was provided in a project by the 4950th Test
Wing which studied the effect of different performance objectives on touchdown C-H ratings with three
different Class III aircraft: the C-141A, the C-135A/E, and the C-18B. The experiment looked at four
different desired landing zones: 20 feet wide by 200 feet long, 40 feet wide by 400 feet long, 60 feet wide
by 800 feet long, and 80 feet wide by 1000 feet long. C-H ratings for each aircraft and each landing zone
were compared with the pilots' qualitative appraisal of each aircraft. All three aircraft were considered
Level 2 for the landing task. The final report (4950-FTR-93-05) recommended the 40x400 foot zone. For
this zone, desired performance was met 6 out of 12 times, and the pilot ratings comprised two C-H ratings
of 3 and four C-H ratings of 4. Interestingly, this suggested landing zone is very similar to the one
recommended by USAFTPS for Class IV aircraft.
The performance objectives for STOL aircraft are taken from experience on the F-15 S/MTD program.
Discussions of the tasks used in the S/MTD program can be found in AFWAL-TM-87-180-FIGC. WRDC-
TR-89-3036, AFFTC-TR-91-29, and WL-TR-92-3027.
Takeoff
The takeoff task described in Verification Guidance was taken from the F-15 S/MTD program.
This task was only used as an evaluation task on the McDonnell-Douglas and Wright Laboratory
simulators. It was not used as an evaluation task in the flight test program. Descriptions and
results of the use of this task can be found in AFWAL-TM-87-180-FIGC and in WRDC-TR-89-
3036.
Stabilization 1
δ& stab / nc < δ& FQ / nc if FCS stability margins OK & > ωc
Teff
1
δ& stab / nc fn of 1 Teff , 1 Tsp 2 , ωsp cl , ζ sp cl if FCS stability margins OK & > ωc
Teff
ω sp cl and ζ sp cl are the closed-loop frequency and damping ratio of the short period mode
Teff is the effective time constant of command-path plus forward-path control-loop elements (such as
prefilters and actuators)
Ta is the time constant of actuator ram
”operational” technique uses performance objectives more representative of operational use, and the C-H
ratings provide a quantitative measure of flying qualities which can be related to the required Levels.
Therefore, use of both techniques is recommended in the flight test evaluation, as well as parameter
identification techniques and capture tasks. As mentioned in the Verification Rationale of 5.1.6.1 through
5.1.6.3, the recommended parts of the handling qualities evaluation are: 1) steps, doublets, and
frequency sweeps for parameter identification and comparison to open-loop requirements, 2) capture
tasks for pilot familiarization with aircraft dynamic response and evaluation of gross acquisition, 3) HQDT
for initial handling qualities and PIO evaluation (HQDT may also provide good inputs for frequency-
domain analysis), and 4) “operational” tasks for handling qualities evaluation with C-H ratings.
The PIO tendency classification scale shown on figure 12 has been developed specifically for evaluation
of PIO tendencies. It can be used with either the HQDT or the “operational” techniques. Comparing the
PIO rating descriptions with descriptions of Levels of flying qualities, a rough approximation would be:
PIO ratings of 1 or 2 would be Level 1, PIO ratings 3 or 4 would be Level 2, and a PIO rating of 5 would
be Level 3. A PIO rating of 6 would be extremely dangerous.
The evaluation pilot should maintain a 1500-foot separation from the target airplane.
Variations of a few hundred feet either way are permissible, but range to the target
should not be allowed to exceed 2000 feet. Range may be determined stadiometrically
with adequate accuracy.
In HQDT with closure, the evaluation pilot slowly closes on the target airplane while
tracking. The purpose of the closing HQDT maneuver is to help the evaluation pilot
distinguish attitude dynamics from normal and lateral acceleration dynamics. Attitude
dynamics are evident at any tracking range, but translation caused by normal and lateral
acceleration become more noticeable as the evaluation pilot closes on the target.
In a closing HQDT maneuver the target airplane may either fly straight and level,
maneuver gently in pitch and roll, or perform a constant load factor turn. Gently
maneuvering or a constant load factor turn is often preferred because it helps to increase
the evaluation pilot’s bandwidth. In all other respects the closing maneuver is similar to a
constant load factor or wind-up tracking turn.
The closing HQDT maneuver can begin once the target pilot has established the test
conditions and calls "on condition". The evaluation pilot positions the test airplane 1500
feet behind and above, below, or to the inside of the target; turns on the airborne
instrumentation system; and positions the target airplane 50 mils, or so from the pipper or
aiming index at a clock position of 1: 30, 4:30, 7:30, or 10:30. The evaluation pilot then
signals the target pilot to begin the maneuver. The target pilot flies straight and level: or
begins to maneuver gently and randomly in pitch and roll; or performs a constant load
factor turn. The evaluation pilot calls "tracking" and drives the pipper toward the precision
aim point to initiate the evaluation. The evaluation pilot continues to track, using the
HQDT technique, while slowly dosing on the target airplane. The rate of closure will
depend on the desired tracking time (which will depend on the test and analysis
objectives). The evaluation pilot may find it easier to control the rate of closure 6 the
control room or the target pilot or other aircrew announce the elapsed time in five second
increments. At the end of the specified tracking time, the target pilot or other aircrew or
the control room calls "time". However the maneuver is not concluded until the evaluation
pilot calls "end tracking".
Power Approach HQDT
Power approach HQDT is air-to-air HQDT performed with the test airplane configured for
power approach. This maneuver is designed to evaluate approach and landing handling
qualities at a safe altitude (10,000 to 15,000 feet), rather than a few feet above the
ground during a real landing. Power approach HQDT maybe flown with or without
closure, however closure is a desirable feature because it helps the evaluation pilot
distinguish between attitude and translation dynamics.
The target airplane may either fly straight and level or maneuver gently in pitch and roll.
Maneuvering gently is often preferred because it helps to increase the evaluation pilot's
bandwidth. In all other respects the power approach HQDT maneuver is similar to a
closing HQDT maneuver.
Closure during the maneuver is useful for distinguishing attitude dynamics from normal
and lateral acceleration dynamics. Attitude dynamics are evident at any tracking range,
but translation caused by normal and lateral acceleration become more noticeable as the
evaluation pilot closes on the target.
Jet-wake encounters are a frequent source of difficulty during power approach HQDT
testing. Simple geometry, together with a maneuvering target airplane, make jet-wake
encounters difficult to avoid. The slow speeds introduce the risk that a jet-wake encounter
will precipitate a stall or departure, although this has never occurred. There are two
solutions to the problem of jet-wake encounters. One is to use a small propeller-driven
airplane as a target. Excellent candidates are the T-34C or Beechcraft Bonanza, or
similar airplanes.
152b
MIL-STD-1797A
APPENDIX A
These airplanes can easily match the slowest speeds of most military airplanes, and they
produce very little propwash. The second solution is to use a target that is programmed
into a flight test head-up display, similar to the head-up display used on the Calspan NT-
33.
Air-to-Ground HQDT
Air-to-ground HQDT involves tracking a precision aimpoint on the ground with a fixed, or
non-computing gunsight. Shallow or steep dive angles may be used. Shallow dive angles
approximate strafing attack profiles and steeper angles approximate ballistic weapons
delivery profiles.
The evaluation pilot trims the airplane at the specified dive entry altitude and airspeed,
turns on the airborne instrumentation system, calls "on condition", and rolls or pitches to
the specified dive angle. When the outer ring of the gunsight reticle crosses the precision
aim point, the evaluation pilot calls "tracking" and commences to track the precision aim
point using the HQDT piloting technique. The evaluation pilot continues to track until the
recovery altitude is reached, then calls "end tracking" and recovers from the dive.
A useful variation on the basic maneuver is to track two or more precision aim points,
instead of one. For example, precision aim points may be positioned at each apex of an
imaginary isosceles triangle laid out on the ground. This triangle has a base of 100 feet
and a height of 375 feet (for 15 degree dive angles) or a height of 100 feet (for 45 degree
dive angles) . During the maneuver the evaluation pilot randomly switches from one
precision aim point to another, perhaps at a signal from the control room.
Boom Tracking HQDT
In boom tracking, the evaluation pilot tracks the nozzle on an aerial refueling boom. This
maneuver is designed to explore aerial refueling handling qualities without the risk of
close proximity to a tanker and a refueling boom.
The tanker airplane establishes the test conditions of Mach number (or airspeed) and
altitude and maintains them during the test maneuver. The boom operator positions the
refueling boom at zero degrees of azimuth and a midrange elevation angle. When the
test conditions have been established the tanker pilot or the boom operator call "on
condition". The evaluation pilot moves the test airplane into position a short distance
behind the nozzle (20 to 50 feet) and positions the nozzle about 50 mils from the pipper
or aiming index at a clock position of 1:30, 4:30, 7:30, or 10:30. To begin the maneuver,
the evaluation pilot turns on the airborne instrumentation system, calls "tracking", and
drives the pipper toward the nozzle. The evaluation pilot continues to track the nozzle,
using the HQDT piloting technique, while the boom operator randomly maneuvers the
refueling boom in azimuth and elevation. The boom motion should be a combination of
gentle and abrupt changes in rate and position. After the specified period of tracking time
(which will depend on the test and analysis objectives) has elapsed, the control room or
another crew member calls "time". The maneuver is not concluded, however, until the
evaluation pilot calls "end tracking".
Formation HQDT
In formation HQDT, the evaluation pilot attempts to maintain a precisely defined position
relative to the lead airplane during a series of gentle maneuvers. Properly done,
formation HQDT can highlight for the evaluation pilot the vertical and lateral translation
dynamics of the test airplane. This maneuver is also useful for evaluating the throttle
response of the airplane. Care must be taken not to force the evaluation pilot to fly too
close to the lead airplane. Close proximity can increase bandwidth, but too close
proximity can reduce it. As the separation between airplanes narrows, good and prudent
pilots will reduce their bandwidth to reduce the risk of collision.
152c
MIL-STD-1797A
APPENDIX A
Attention to flying qualities per se during flight control design will take care of many potential problems.
PlOs may occur early in the aircraft life as on the YF-16 high speed taxi test that got airborne before its
first flight, or later in service, as with the T-38 as more pilots got to fly it. If PIO is not found readily, it
should be sought during the flight test program.
152d
MIL-STD-1797A
APPENDIX A
Θ(s)
where S is the average slope of in dB/oct over the interval from 1 to 6 rad/sec.
Fes (s)
If the phase angle of pitch attitude frequency response to pitch stick force is less than -160°, then the
recommended minimum value of the phase parameter of normal acceleration at the pilot's station, φ, at ωc
is -180°.
The phase parameter of normal acceleration at the pilot's station, φ, is defined by:
( )
a z p jω c
φ(ωc ) = ∠ − (14.3 deg-sec/rad) ωc
Fes (jω )
c
A related requirement in 4.2.8.2. Also, see 4.1.11.6 for a general PIO requirement. The qualitative
requirement of MIL-F-8785C is generalized in view of uncertainties in the state-of-the-art of flight control
system design, a tacit recognition of the complexity of the PIO problem; no detailed specification is, at this
time, a guarantee against building a PIO-prone airframe/flight-control-system combination.
The requirement precludes PIO, PIO tendencies or general handling qualities deficiencies resulting from
inadequate pilot-vehicle closed-loop gain and phase margins. PIO has occurred in the T-38A. A4D, and
YF-12 due to abrupt amplitude-dependent changes in aircraft dynamic response to pilot control inputs.
These effects can be of mechanical origin, e.g. bobweights coupled with static friction, or due to
saturation of elements within the control system, or due to compensation added to the automatic control
system. Other known sources are short-period dynamics (e.g. large ωSP TΘ ), feel system phasing (e.g.
2
effective bobweight location not far enough forward), and sensitive control force and motion gradients.
AFFDL-TR-69-72 and Norair Rpt NOR-64-143 can furnish some insight.
The requirement above is popularly known as the Smith-Geddes PIO criteria. It was proposed in its
original form in AFFDL-TR-77-57. It was more fully developed as a general longitudinal response
requirement in AFFDL-TR-78-154, and further developed and extended to the lateral-directional axis in
1 Θ
S = (4 j) − Θ (2 j) + Θ (5 j) − Θ (2.5 j) + Θ (6 j) − Θ (3 j)
3 Fes Fes Fes Fes Fes Fes
In AFWAL-TR-81-30990 the frequency range was extended to 1 to 6 rad/sec, and a similar formula was
used to compute S using five slopes instead of three, i.e.:
Θ
(2 j) − Θ (1j) + Θ (3 j) − Θ (1.5 j) + Θ (4 j)
1 Fes Fes Fes Fes Fes
S=
3 Θ Θ Θ Θ Θ
− (2 j) + (5 j) − (2. 5 j ) + (6 j) − (3 j)
Fes Fes Fes Fes Fes
This modification brought predictions of ωc more in line with observations based on Landing Approach
Higher Order System (LAHOS) data. AFFDL-TR-78-154 advises using a consistent method to calculate
S , even when the slope of
Θ(s )
varies considerably in the 1 to 6 rad/sec range.
Fes (s)
The criterion frequency, ωc, is an approximation of the crossover frequency of the pilot-vehicle system
during pitch attitude tracking. This approximation is based on data from AFFDL-TR-65-15 shown on figure
276. This figure shows crossover frequency as a function of forcing function bandwidth for different
controlled elements. The equation for ωc was derived from this data as shown on figure 277, taken from
AFFDL-TR-78-154. This equation was altered slightly in AFWAL-TR-81-3090 to the form recommended in
Requirement Guidance. This modification was made in conjunction with the modifications in the
calculation of S to better fit the LAHOS data and F-15 CAS-off, supersonic PIO experiences.
The third parameter in this requirement, φ(ω c ) , is a phase parameter associated with the normal
acceleration sensed at the pilot's station. It consists of the aircraft phase angle of normal acceleration
frequency response plus a phase angle due to an assumed pilot response delay at the pitch attitude
criterion frequency, ωc. This parameter becomes important if there is too much phase lag in the pitch
attitude response to stick force; thus the condition that this parameter be considered when the phase
angle of the pitch attitude response to stick force is less than -160°. This is a fundamental element of the
Smith-Geddes, originally derived in AFFDL-TR-77-57, and was included in its original form in MIL-F-
8785C and MIL-STD-1797. In the original form, φ was evaluated at ωR, where ωR was defined as any
frequency within the range of 1 to 10 rad/sec at which lightly damped (resonant) oscillations in pitch
attitude could result from turbulence inputs or from piloted control of the aircraft when used in the
intended manner. In AFFDL-TR-78-154, ωR was replaced by ωc as defined above. The concept behind
this part of the requirement is that, if the pitch attitude (θ) loop is resonant at ωc, then the pilot may
attempt to control normal acceleration, a zp , instead of θ. The aircraft will be PIO prone if there is too
much phase lag in this response. The criteria for this requirement are based largely on correlation with
the Neal-Smith data base (AFFDL-TR-70-74).
The statement that requirements 4.2.1.2, 4.2.2, 4.2.8.1, 4.2.8.2. and 4.2.8.4 must also be met would
seem to be redundant, since these are already requirements. However, recent history would seem to
indicate that, because the term PIO does not appear in these requirements, the importance of these
requirements in precluding PIO is not appreciated. Many recent PIO incidents can be traced directly to
problems addressed by these requirements. Therefore, these requirements are repeated here in the PIO
requirement to insure that their significance in precluding PIO tendencies is understood.
characteristics are a natural feature of low order aircraft whose attitude phase lag
exceeds 180 degrees due to the power control and so could in principle suffer from PIO,
yet do not. Early examples of bobweight PlO were high-order in kind and are found to
have had very large phase rates with the stick free.
For most combat aircraft configurations, consideration of normal acceleration effects
does not improve the PIO analysis. The g at the cockpit is usually attenuated and phase
advanced relative to the cg and will often not reach the 180 degrees lag necessary for
piloted instability. Human sensing of the g response is poor and at the initiation of the PIO
the g may be undetectable. In large aircraft with the cockpit far ahead of the cg, the
heave can have a significant effect and has to be taken into account in the dominant
requirement to optimize the pitch attitude behavior.
Although the attitude to stick force response gain is significant in PIO, there is little
evidence that a damper modifies the pilot's stick phasing in a PIO and only the stiffness
component should be used. Where PIO tendencies exist, they will be exacerbated by a
high stick stiffness. Gradients of 5 to 8 lb/in with forces of 2 to 2.5 lb g have proved to be
extremely satisfactory for [fly-by-wire] aircraft. Designed to the phase rate and gain
margin criteria discussed above, the attitude gain phase rate and gain at the PIO
frequency is only some 0.5 deg/in. In AFFDL-TR-74-9, case 4D had high phase rate and
low PIO gain margin. With a gradient of 22 lb/in and 6.7 lb/g it had an attitude gain of 7
deg/in at the PIO frequency. Not surprisingly it suffered from continuous pitch oscillations
and severe tracking PIO, earning ratings of 9 and 10.
The boundaries in the frequency response criteria of figure [75] are based directly on
these considerations and will eliminate high order PIO. Low order PIO will also be
eliminated by the optimization criteria given above.
REQUIREMENT LESSONS LEARNED
The Smith-Geddes criteria has been used by AFFTC with considerable success for several years. The
criteria has been used to analyze PlOs in the Space Shuttle, the F-15 with CAS-off, the AFTI/F-16, the
AFTI/F-111, the F-15 S/MTD, the YF-22, and the C-17. Application of the criteria to the Space Shuttle
was documented in "Prediction and Occurrence of Pilot-Induced Oscillations in a Flight Test Aircraft” by
Twisdale and Kirsten. In an analysis of three PlOs in the Space Shuttle, the Smith-Geddes criteria
correctly predicted the PIO tendency and closely predicted the frequency of the PIO. For a PIO in landing
flare, the criteria predicted a frequency of 3.5 rad/sec and the frequency of the observed PIO was 3.6
rad/sec. In another PIO at an altitude of 18,000 ft and a speed of 610 ft/sec, the criteria predicted a
frequency of 3.3 rad/sec and the observed frequency was 3.1 rad/sec. In the final example, at a similar
flight condition, a PIO occurred while tracking a cockpit display. When the display dynamics were added
to the analysis, the criteria accurately predicted the observed PIO frequency of 2.0 rad/sec.
A valuable lesson learned in the determination of the criterion frequency, ωc, is found in a Northrop white
paper, "Evaluation of B-2 Susceptibility to Pilot-induced Oscillations" by Margo L. Givens and Frank L.
George, presented at the Flying Qualities Working Group at the 1994 AIAA Atmospheric Flight Mechanics
Conference.
For the most part, the approach taken was as recommended by Ralph Smith in [AFFDL-
TR-78-154] which presented a straight forward process of evaluation. Exceptions were
made for criterion frequency selection. The recommended method [in AFFDL-TR-78-154]
for criterion frequency selection is based on calculating an average slope of the pitch
attitude-to-controller Bode magnitude plot in the range of 2.0 to 6.0 rad/sec and then
applying this value to the [ωc] formula. This frequency range stipulation was often
inappropriate for the B-2 which has higher break frequencies than those systems
described in the [Smith-Geddes] documentation. Because the validity of a [Smith-
Geddes] analysis is dependent on the correct selection of the criterion frequency, three
other methods of criterion frequency selection were evaluated.
The first method, which has been used by Ralph Smith in the past, involved selecting
parameters for a pilot model, closing the pitch attitude loop, and obtaining an nz to αgust
response power spectral density (PSD) in search of resonant frequencies which would be
defined as the criterion frequencies The implementation of this method was unproductive
because no resonant frequencies were found in the B-2 nz PSDs.
The second method adapted the recommended ωc derivation formula to use the slope
calculated after he short period break rather than the average slope in the 2.0 to 6.0
rad/sec frequency range. This method worked quite well for most of the cases. Because
of the occasional case which produced questionable results, a third method of frequency
determination was devised for use as a validity check on criterion frequencies derived
using method 2.
The third approach used typical B-2 pilot pitch stick input frequencies as the criterion
frequencies. These frequencies were determined by calculating PSDs from stick, nz, and
θ time histories of landings and refuelings extracted from flight test data. It was found that
the ωc values calculated with the second method were consistent with these flight data
pilot stick input frequency ranges.
A very good summary report on PlOs is given in NOR-64-143. The following paragraphs from that
reference discuss the causes of PlOs:
There are several ways of looking at the causes of a PIO. One is to catalog all the PIO
situations ever recorded, including all the necessary subsystem details, etc., and then to
say that each combination of vehicle and subsystem when combined with the pilot was
the cause of a PIO. Another way is to note that certain system phenomena such as stick-
force-to-control-deflection hysteresis often lead to PIO when other conditions are right. A
third way, and one which seems to transcend the difficulties of the previous two, is to say
that certain inherent human physical limitations are the basic cause for any PIO. This is
not to degrade the human pilot's role but, instead, to emphasize it, because it is unlikely
that any black-box could be devised which is as clever and effective in coping with
unmanageable controlled elements as a skilled pilot. Were it not for the pilot's versatile
gain adaptability, many flight conditions would be unstable. But there is a limit to the
rapidity with which the human can adapt, and this can sometimes lead to a PIO.
When referred to the pilot, then, the basic causes of PIO seem to fall into the following
categories:
1. Incomplete pilot equalization
a. Incomplete training
b. Inappropriate transfer of adaptation (i.e., carry over of improper techniques from
another aircraft)
2. Excessive-demands on pilot adaptation
a. Required gain, lead, or lag lie outside the range of normal capabilities
b. Rate of adaptation is too slow to preclude oscillation
c. Inadequate capability to cope with system nonlinearities
3. Limb-manipulator coupling
a. Impedance of neuromuscular system (including limb) on control stick or pedals
changes feel system dynamics
275
MIL-STD-1797A
APPENDIX A
This requirement is the Smith-Geddes PIO criteria extended to the lateral-directional axis. The origins of
the Smith-Geddes criteria are traced in 4.2.2 Requirement Guidance, and discussions of the calculation
of S and ωc can be found there. Application in the lateral-directional axis is similar to that in the
longitudinal axis, except that it is applied to φ/Fas instead of to θ/Fes.
The statement that requirements 4.5.1.1, 4.5.1.3, 4.5.1.4, 4.5.1.5, 4.5.8.1, 4.5.9.2, and 4.5.9.3 must also
be met would seem to be redundant, since these are already requirements. However, recent history
would seem to indicate that, because the term PIO does not appear in these requirements, the
importance of these requirements; in precluding PIO is not appreciated. Many recent PIO incidents can
be traced directly to problems addressed by these requirements. Therefore, these requirements are
repeated here in the PIO requirement to insure that their significance in precluding PIO tendencies is
understood.
REQUIREMENT LESSONS LEARNED
The extension of the Smith-Geddes criteria to the lateral-directional axis was developed in AFWAL-TR-
81-3090. In AFWAL-TR-81-3090, the lateral-directional criteria was used to analyze the YF-16, the X-15,
and the M2-F2 and M2-F3 lifting bodies and also compared with results from handling qualities research
projects with variable-stability aircraft: an approach and landing evaluation with the NT-33 (AFWAL-TR-
81-3116), an investigation of reentry vehicle lateral-directional dynamics on the NT-33 (WADD-TR-61-
147), and one configuration from lateral-directional studies on the Princeton Navion (Princeton University
Report No. 727). Most of the data support the PIO criteria, and, in those cases where PIO was predicted
but not encountered, handling qualities were usually poor.
See 4.2.2 for discussion of applicable considerations and data, in that case directed at longitudinal PlOs
in general. The M2-F2 lifting body (NASA-TN-D-6496) encountered several divergent PlOs during flight
testing. The primary cause was found to be the coupled roll subsidence/spiral mode (see Lessons
Learned for 4.5.1.3).
Another cause of observed lateral PIO tendencies is the ω φ / ω d effect noted and explained in figure 158
and also in Norair Rpt No. NOR-64-143. Another prevalent cause is associated with control-surface rate
saturation. In this case the pilot tries to apply lateral control at a rate greater than the maximum surface
rate, thereby getting out of phase if tight tracking is attempted. The quantitative aspects of such rate-
limiting are given in the appendix of Norair Rpt No. NOR-64-143 and involve gain and phase decrements
that are functions of the ratio of commanded to saturation rate.
PlOs on recent aircraft have been related to roll responses which are both too low (F-18) and too high
(YF-16). These cases are discussed under 4.5.8.1 and 4.5.9.3. Control sensitivity, control surface rate
limiting, control surface saturation, and (equivalent) time delay are critical factors in roll PIO.
2. Multiply the result by N′δrp L ′δas , i.e., δ′rp (3) = YCF(3) ⋅ N′δrp L ′δas
7. If 0.03 < N′δas L ′δas ≤ 0.07, utilize the more conservative result from steps 5 and 6.
8. If the configuration does not meet the requirements, see figure 249 and table XLVII to
determine the type of expected piloting problems.
9. In the end, the transfer functions should be identified from flight data.
VERIFICATION GUIDANCE
The flight testing to obtain ∆β and φt command should cover the range of operational altitudes and service
speeds. As with roll rate oscillations (4.5.1.4), the critical flight conditions for compliance with this
requirement should in general become apparent during the roll performance testing of 4.5.5.1. The most
important flight conditions for compliance demonstration of either alternative are those with low |φ/β|d less
than 6.
An approximation for |φ/β|d is
( ) ( )
12
φ L ′β + Yβ L ′r 2 + 2ζ d ω dL ′r L ′β + Yβ L ′r + ω 2d L ′r 2
≈
β d
ω 2
d L [
′
p
2
+ 2ζ d ω d L ′
p + ω 2
d ]
≈
12
′ C′l
2
1 − ρgb C + 1 C′ − k z Cl β C − 1 C′ C′l r +
2
ρgb r C′
k 2zC′l β 4( W / S) β 2k 2z r k 2x C′nβ 1 2k 2z p C′l β 8( W / S)k 2z C′l β
y n L n nβ
k 2xC′nβ ρgb k 2
1 k 2 C′
l 1 C′l ρ gb k 2 C′2
l
1− z
C + C′ − z β
CL − C ′ p + z p
4( W / S) k 2x β 2k 2z r k 2x C′nβ 1 2k 2z p C′nβ 8( W / S) k 2x C′nβ
y n n
VERIFICATION LESSONS LEARNED
MIL-STD-1797A
30 January 1990
SUPERSEDING
MIL-STD-1797(USAF)
31 March 1987
MILITARY STANDARD
FLYING QUALITIES
OF
PILOTED AIRCRAFT
DEPARTMENT OF DEFENSE
WASHNGTON DC 20402
Flying Qualities of Piloted Aircraft
1. This military standard is approved for use by all Departments and Agencies of the Department of
Defense.
2. Beneficial comments (recommendations, additions, deletions) and any pertinent data which may be of
use in improving this document should be addressed to: ASD/ENES, Wright-Patterson AFB, OH 45433-
6503, by using the self-addressed Standardization Document Improvement Proposal (DD Form 1426)
appearing at the end of this document or by letter.
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This document contains information subject to the International Traffic in Arms Regulation (ITAR) and/or
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ii
MIL-STD-1797A
FOREWORD
This standard is intended for use with fixed-wing aircraft supported primarily by aerodynamic force rather
than engine thrust. It also covers the handling characteristics of aircraft under piloted control on the
ground, and may be used with powered-lift aircraft in aerodynamic flight (above the conversion speed,
Vcon). This standard also applies to piloted transatmospheric flight when flight depends upon aerodynamic
lift and/or air breathing propulsion systems. Flying qualities of military rotorcraft are specified in MIL-H-
8501, while flying qualities in V/STOL flight are the subject of MIL-F-83300.
For further background information, see Appendix C.
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CONTENTS
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1. SCOPE ...................................................................................................................................... 1
1.1 Purpose. .................................................................................................................................... 1
1.2 Applicability................................................................................................................................ 1
3. DEFINITIONS............................................................................................................................ 2
3.1 Aircraft classification and operational missions. ....................................................................... 2
3.2 Flight Phase Categories............................................................................................................ 2
3.3 Levels and qualitative suitability of flying qualities. ................................................................... 2
3.4 Parameters................................................................................................................................ 2
3.4.1 General terms ........................................................................................................................... 2
3.4.2 Speeds ...................................................................................................................................... 3
3.4.3 Thrust and power ...................................................................................................................... 5
3.4.4 Control parameters ................................................................................................................... 6
3.4.5 Longitudinal parameters............................................................................................................ 6
3.4.6 Lateral-directional parameters .................................................................................................. 8
3.4.7 Atmospheric disturbance parameters ..................................................................................... 16
3.5 Terms used in high angle of attack requirements ................................................................... 18
4. REQUIREMENTS ................................................................................................................... 19
4.1 General requirements ............................................................................................................. 19
4.1.1 Loadings.................................................................................................................................. 19
4.1.2 Moments and products of inertia............................................................................................. 19
4.1.3 Internal and external stores..................................................................................................... 19
4.1.4 Flight Envelopes...................................................................................................................... 19
4.1.4.1 Operational Flight Envelopes. ................................................................................................. 19
4.1.4.2 Service Flight Envelopes. ........................................................................................................ 19
4.1.4.3 Permissible Flight Envelopes. ................................................................................................. 19
4.1.5 Configurations and States of the aircraft................................................................................. 19
4.1.6 Aircraft Normal States. ............................................................................................................ 21
4.1.6.1 Allowable Levels for Aircraft Normal States. ........................................................................... 21
4.1.6.2 Flight outside the Service Flight Envelopes. ........................................................................... 21
4.1.6.3 Ground operation..................................................................................................................... 21
4.1.7 Aircraft Failure States.............................................................................................................. 21
4.1.7.1 Allowable Levels for Aircraft Failure States............................................................................. 21
4.1.7.2 Aircraft Special Failure States. ................................................................................................ 21
4.1.7.3 Probability calculation.............................................................................................................. 21
4.1.7.4 Generic failure analysis. .......................................................................................................... 23
4.1.7.5 When Levels are not specified. ............................................................................................... 23
4.1.7.6 Failures outside the Service Flight Envelopes. ....................................................................... 23
4.1.8 Dangerous flight conditions..................................................................................................... 23
4.1.8.1 Warning and indication. ........................................................................................................... 23
4.1.8.2 Devices for indication, warning, prevention, and recovery...................................................... 24
4.1.9 Interpretation of subjective requirements................................................................................ 24
4.1.10 Interpretation of quantitative requirements.............................................................................. 24
4.1.11 General flying qualities requirements ...................................................................................... 24
4.1.11.1 Buffet. ...................................................................................................................................... 24
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4.5.9.5.7 Roll axis control force limits for configuration or control mode change................................... 38
4.6 Flying qualities requirements for the yaw axis ........................................................................ 38
4.6.1 Yaw axis response to yaw and side-force controllers ............................................................. 38
4.6.1.1 Dynamic lateral-directional response. ..................................................................................... 38
4.6.1.2 Steady sideslips....................................................................................................................... 38
4.6.1.3 Wings-level turn....................................................................................................................... 38
4.6.2 Yaw axis response to roll controller. ....................................................................................... 39
4.6.3 Pilot-induced yaw oscillations. ................................................................................................ 39
4.6.4 Yaw axis control for takeoff and landing in crosswinds. ......................................................... 39
4.6.5 Yaw axis response to other inputs .......................................................................................... 39
4.6.5.1 Yaw axis response to asymmetric thrust................................................................................. 39
4.6.5.2 Yaw axis response to failures.................................................................................................. 40
4.6.5.3 Yaw axis response to configuration or control mode change.................................................. 40
4.6.6 Yaw axis control power. .......................................................................................................... 40
4.6.6.1 Yaw axis control power for takeoff, landing, and taxi. ............................................................. 40
4.6.6.2 Yaw axis control power for asymmetric thrust......................................................................... 41
4.6.6.3 Yaw axis control power with asymmetric loading. ................................................................... 41
4.6.7 Yaw axis control forces. .......................................................................................................... 41
4.6.7.1 Yaw axis control force limits in rolling maneuvers................................................................... 41
4.6.7.2 Yaw axis control force limits in steady turns............................................................................ 41
4.6.7.3 Yaw axis control force limits during speed changes. .............................................................. 41
4.6.7.4 Yaw axis control force limits in crosswinds. ............................................................................ 41
4.6.7.5 Yaw axis control force limits with asymmetric loading. ........................................................... 42
4.6.7.6 Yaw axis control force limits in dives and pullouts. ................................................................. 42
4.6.7.7 Yaw axis control force limits for waveoff (go-around). ............................................................ 42
4.6.7.8 Yaw axis control force limits for asymmetric thrust during takeoff. ......................................... 42
4.6.7.9 Yaw axis control force limits with flight control failures. .......................................................... 42
4.6.7.10 Yaw axis control force limits-control mode change. ................................................................ 42
4.6.7.11 Yaw axis breakout forces. ....................................................................................................... 42
4.7 Flying qualities requirements for the lateral flight path axis .................................................... 42
4.7.1 Dynamic response for lateral translation................................................................................. 42
4.8 Flying qualities requirements for combined axes.................................................................... 43
4.8.1 Cross-axis coupling in roll maneuvers. ................................................................................... 43
4.8.2 Crosstalk between pitch and roll controllers. .......................................................................... 43
4.8.3 Control harmony...................................................................................................................... 43
4.8.4 Flight at high angle of attack. .................................................................................................. 43
4.8.4.1 Warning cues........................................................................................................................... 43
4.8.4.2 Stalls. ....................................................................................................................................... 43
4.8.4.2.1 Stall approach.......................................................................................................................... 43
4.8.4.2.2 Stall characteristics.................................................................................................................. 43
4.8.4.2.3 Stall prevention and recovery. ................................................................................................. 44
4.8.4.2.4 One-engine-out stalls. ............................................................................................................. 44
4.8.4.3 Post-stall gyrations and spins.................................................................................................. 44
4.8.4.3.1 Departure from controlled flight. .............................................................................................. 44
4.8.4.3.2 Recovey from post-stall gyrations and spins .......................................................................... 44
4.9 Flying qualities requirements in atmospheric disturbances .................................................... 45
4.9.1 Allowable flying qualities degradations in atmospheric disturbances. .................................... 45
4.9.2 Definition of atmospheric disturbance model form.................................................................. 46
4.9.3 Application of disturbance models in analyses. ...................................................................... 46
5. VERIFICATION ....................................................................................................................... 47
5.1 General requirements-verification ........................................................................................... 47
5.1.1 Loadings-verification. .............................................................................................................. 47
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5.7 Flying qualities requirements for the lateral flight path axis-verification.................................. 56
5.7.1 Dynamic response for lateral translation-verification. ............................................................. 56
5.8 Flying qualities requirements for combined axes-verification ................................................. 56
5.8.1 Cross-axis coupling in roll maneuvers-verification.................................................................. 56
5.8.2 Crosstalk between pitch and roll controllers-verification......................................................... 56
5.8.3 Control harmony-verification. .................................................................................................. 56
5.8.4 Flight at high angle of attack-verification ................................................................................. 56
5.8.4.1 Warning cues-verification. ....................................................................................................... 56
5.8.4.2 Stalls-verification. .................................................................................................................... 56
5.8.4.2.1 Stall approach-verification. ...................................................................................................... 56
5.8.4.2.2 Stall characteristics-verification. .............................................................................................. 56
5.8.4.2.3 Stall prevention and recovery-verification. .............................................................................. 56
5.8.4.2.4 One-engine-out stalls-verification............................................................................................ 56
5.8.4.3 Post-stall gyrations and spins-verification. .............................................................................. 56
5.8.4.3.1 Departure from controlled flight-verification............................................................................. 56
5.8.4.3.2 Recovery from post-stall gyrations and spins-verification. ...................................................... 57
5.9 Flying qualities requirements in atmospheric disturbances-verification.................................. 57
5.9.1 Allowable flying qualities degradations in atmospheric disturbances-verification................... 57
5.9.2 Definition of atmospheric disturbance model form-verification. .............................................. 57
5.9.3 Application of disturbance models in analyses-verification..................................................... 57
6. NOTES .................................................................................................................................... 57
6.1 Intended use............................................................................................................................ 57
6.2 Level definitions. ..................................................................................................................... 57
6.3 Reference documents tree...................................................................................................... 57
6.4 Data requirements................................................................................................................... 58
6.5 Subject term (key word) listing ................................................................................................ 59
6.6 Responsible engineering office (REO).................................................................................... 59
6.7 Changes from previous issue.................................................................................................. 59
FIGURES
Figure Page
Figure 1. Roll-sideslip coupling parameters--right rolls......................................................................... 10/11
Figure 2. Roll-sideslip coupling parameters--left rolls........................................................................... 12/13
TABLES
Table Page
TABLE I. Operational Flight Envelope. ................................................................................................... 20
TABLE II. Aircraft Normal States. ............................................................................................................ 22
TABLE III. Levels for Aircraft Failure States. ............................................................................................ 23
TABLE IV. Pitch trim change conditions.................................................................................................... 30
TABLE V. Flying qualities in atmospheric disturbances for Aircraft Normal States. ................................ 45
TABLE VI. Flying qualities in atmospheric disturbances for Aircraft Failure States.................................. 46
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1. SCOPE
1.1 Purpose.
This standard contains the requirements for the flying and ground handling qualities of
_______________. It is intended to assure flying qualities for adequate mission performance and flight
safety regardless of the design implementation or flight control system augmentation.
1.2 Applicability.
The requirements of this standard, with blanks filled in, are to be applied during the design, construction,
testing and acceptance of the subject aircraft.
2. APPLICABLE DOCUMENTS
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3. DEFINITIONS
3.4 Parameters.
Terms and symbols used throughout this standard are defined as follows:
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Service ceiling Altitude at a given airspeed at which the rate of climb is 100 ft/min at the stated
weight and engine thrust
Combat ceiling Altitude at a given airspeed at which the rate of climb is 500 ft/min at the stated
weight and engine thrust
Cruising ceiling Altitude at a given airspeed at which the rate of climb is 300 ft/min at NRT at the
stated weight
hmax Maximum service altitude (defined in 4.1.4.2)
ho Maximum operational altitude (4.1.4.1)
max
3.4.2 Speeds
Airspeed Magnitude of the velocity with respect to the air mass
Equivalent airspeed, True airspeed multiplied by σ where σ, is the ratio of free-stream density at
EAS
the given altitude to standard sea-level air density
Calibrated airspeed, Airspeed-indicator reading corrected for position and instrument error but not for
CAS compressibility
Refusal speed The maximum speed to which the aircraft can accelerate and then stop in the
available runway length
M Mach number
V Airspeed along the flight path (where appropriate, V may be replaced by M in this
standard)
VS Stall speed (equivalent airspeed), at 1g normal to the flight path, defined as the
highest of:
a. Speed for steady straight flight at CLmax, the first local maximum of the curve of
lift coefficient (L/ q S) vs. angle of attack which occurs as CL is increased from
zero.
b. Speed at which uncommanded pitching, rolling or yawing occurs (4.8.4.2).
c. Speed at which intolerable buffet or structural vibration is encountered.
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where V and nf are the measured values at stall, nf being the load factor normal to the flight path.
VS(X), Vmin (X), Vmax(X) Short-hand notation for the speeds VS, Vmin, Vmax for a given configuration,
weight, center-of-gravity position, and external store combination associated
with Flight Phase X. For example, the designation Vmax(TO) is used in 4.2.8.6.1
to emphasize that the speed intended (for the weight, center of gravity and
external store combination under consideration) is Vmax for the configuration
associated with the takeoff Flight Phase. This is necessary to avoid confusion,
since the configuration and Flight Phase change from takeoff to climb during
the maneuver.
Vtrim Trim speed
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no (+), no (-) For given altitude, the upper and lower boundaries of n in the V-n diagrams
depicting the Operational Flight Envelope (4.1.4.1)
α Angle of attack; the angle in the plane of symmetry between the fuselage
reference line and the tangent to the flight path at the aircraft center of gravity
αS The stall angle of attack at constant speed for the configuration, weight, center-
of-gravity position and external store combination associated with a given Aircraft
Normal State; defined as the lowest of the following:
a. Angle of attack for the highest steady load factor, normal to the flight path,
that can be attained at a given speed or Mach number
b. Angle of attack, for a given speed or Mach number, at which uncommanded
pitching, rolling or yawing occurs (4.8.4.2)
c. Angle of attack, for a given speed or Mach number, at which intolerable
buffeting is encountered
CLstall Lift coefficient at αS defined above
n/α The steady-state normal acceleration change per unit change in angle of attack
for an incremental pitch control deflection at constant speed (airspeed and Mach
number)
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Fs/n Gradient of steady-state pitch control force versus n at constant speed (4.2.8.1)
γ Climb angle, positive for climbing flight
y = sin-1 (vertical speed/true airspeed)
θ Pitch attitude, the angle between the x-axis and the horizontal
L Aerodynamic lift plus thrust component normal to the flight path
p p1 − p 2
ζ d > 0.2 : osc =
p av p1 + p 2
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where p1, p2 and p3 are roll rates at the first, second and third peaks, respectively
(figures 1 and 2)
φosc/φav A measure of the ratio of the oscillatory component of bank angle to the average
component of bank angle following a pedals-free impulse aileron control
command:
φ osc φ + φ 3 − 2φ 2
ζ d ≤ 0 .2 : = 1
φ av φ1 + φ 3 + 2φ 2
φ φ − φ2
ζ d > 0.2 : osc = 1
φ av φ1 + φ 2
where φ1, φ2, and φ3 are bank angles at the first, second and third peaks,
respectively
β Sideslip angle at the center of gravity, angle between undisturbed flow and plane
of symmetry; positive, or right sideslip corresponds to incident flow approaching
from the right side of the plane of symmetry
∆βmax Maximum change in sideslip occurring within 2 seconds or one half-period of the
dutch roll, whichever is greater, for a step roll-control command (figures 1 and 2)
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∠p / β Phase angle between roll rate and sideslip in the free dutch roll oscillation. Angle
is positive when p leads 0 by an angle between 0 and 180 deg
φ/β d At any instant, the ratio of amplitudes of the bank-angle and sideslip-angle
envelopes in the dutch roll mode
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Examples showing measurement of roll-sideslip coupling parameters are shown on figure 1 for right rolls
and figure 2 for left rolls. Since several oscillations of the dutch roll are required to measure these
parameters, and since for proper identification large roll rates and bank angle changes must generally be
avoided, step roll control inputs should be small. It should be noted that since ψβ is the phase angle of the
dutch roll component of sideslip, care must be taken to select a peak far enough downstream that the
position of the peak is not influenced by the roll mode. In practice, peaks occurring one or two roll mode
time constants after the aileron input will be relatively undistorted. Care must also be taken when there is
ramping of the sideslip trace, since ramping will displace the position of a peak of the trace from the
corresponding peak of the dutch roll component. In practice, the peaks of the dutch roll component of
sideslip are located by first drawing a line through the ramping portion of the sideslip trace and then
noting the times at which the vertical distance between the line and the sideslip trace is the greatest [See
Case (a) of the following enlarged section of figures 1 and 2].
Since the first local maximum of the dutch roll component of the sideslip response occurs at t = 2.95
seconds,
360 −360
ψβ = − t n + (n − 1) 360 (deg rees ) = (2.95) = −303 deg rees
Td β 3.5
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For example, if the roll performance requirement is φt = 30 degrees in one second with rudder pedals free
(as in the rolls of 4.5.8.1), then from the definitions, “k" for this condition is
(φt )common
k=
(φt )requirement
Therefore from figures 1 and 2:
Case (a): k = 9.1/30 = 0.30 Case (c): k 6.8/30 0.23
Case (b): k = 8.1/30 = 0.27 Case (d): k 6.0/30 0.20
r&o / p& o Ratio of initial yawing acceleration to initial rolling acceleration for a step roll
control input (equivalent to N′δas L′δas )
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4. REQUIREMENTS
4.1.1 Loadings.
The contractor shall define the longitudinal, lateral, and vertical envelopes of center of gravity and corresponding
weights that will exist for each Flight Phase. Throughout these envelopes shall include the most forward and aft
center-of-gravity positions as defined in ___________. In addition the contractor shall determine the maximum
center-of-gravity excursions attainable through failures in systems or components, such as fuel sequencing or
hung stores, for each Flight Phase. Throughout these envelopes, plus a growth margin of ________, and for the
excursions cited, this standard applies.
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the selected configuration together with the functional status of each of the aircraft components or systems,
throttle setting, weight, moments of inertia, center-of-gravity position, and external store complement. The trim
setting and the positions of the pitch, roll, and yaw controls are not included in the definition of Aircraft State since
they are often specified in the requirements.
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4.1.11.4 Failures.
No single failure of any component or system shall result in dangerous or intolerable flying qualities;
Special Failure States (4.1.7.2) are excepted. The crew member concerned shall be given immediate and
easily interpreted indications whenever failures occur that require or limit any flight crew action or
decision. The aircraft motions following sudden aircraft system or component failures shall be such that
dangerous conditions can be avoided by the pilot, without requiring unusual or abnormal corrective
action. A realistic time delay of at least __________ between the failure and initiation of pilot corrective
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action shall be incorporated when determining compliance. This time delay shall include an interval
between the occurrence of the failure and the occurrence of a cue such as acceleration, rate,
displacement, or sound that will definitely indicate to the pilot that a failure has occurred, plus an
additional interval which represents the time required for the pilot to diagnose the situation and initiate
corrective action.
Additional requirements apply to transients from propulsion system (4.5.8.4, 4.5.9.5.5, 4.6.5.1, 4.6.6.2,
4.6.7.8) and flight control system (4.2.6.1, 4.2.8.6.5, 4.5.7.1, 4.5.9.5.6. 4.6.5.2, 4.6.7.9) failures.
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4.1.12.6 Damping.
All control system oscillations apparent to the pilot shall be well damped, unless they are of such an
amplitude, frequency and phasing that they do not result in objectionable oscillations of the cockpit
controls or the airframe on the ground, during flight and in atmospheric disturbances.
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This requirement particularly applies for all Normal States and Failure states in the atmospheric
disturbances of 4.9.1 and 4.9.2 and during maneuvering flight at the angle-of-attack, sideslip, and load-
factor limits of the Permissible Envelope. It also applies to post-stall gyrations, spins, and recoveries with
all systems, such as the hydraulic and electrical systems, operating in the state that may result from the
gyrations encountered.
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to this time period shall be easily trimmable by use of the normal trimming devices. These requirements
define Level 1. For Levels 2 and 3, the allowable forces are increased by 50 percent ___________.
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4.2.8.3 Pitch axis control forces--control force variations during rapid speed changes.
When the aircraft is accelerated and decelerated rapidly through the operational speed range and through
the transonic speed range by the most critical combination of changes in power, actuation of deceleration
devices, steep turns and pullups, the magnitude and rate of the associated trim change shall not be so
great as to cause difficulty in maintaining the desired load factor by normal pilot techniques.
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4.3 Flying qualities requirements for the normal (flight path) axis
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structural limits on combined rolling and normal acceleration need not be exceeded. For rolls from steady
banked flight, the initial condition shall be coordinated, that is, zero sideslip. The requirements apply to
roll commands to the right and to the left, initiated both from steady bank angles and from wings-level,
straight flight except as otherwise stated.
Inputs are to be abrupt, with time measured from the initiation of control force. The pitch control is to be
held fixed throughout the maneuver. Yaw control pedals shall remain free for Class IV aircraft for Level 1,
and for all carrier-based aircraft in Category C Flight Phases for Levels 1 and 2; but otherwise, yaw
control pedals may be used to reduce sideslip that retards roll rate (not to produce sideslip that augments
roll rate) if such control inputs are simple, easily coordinated with roll control inputs and consistent with
piloting techniques for the aircraft Class and mission.
For Flight Phase TO, the time required to bank may be increased proportional to the ratio of the rolling
moment of inertia at takeoff to the largest rolling moment of inertia at landing, for weights up to the
maximum authorized landing weight.
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4.5.9.5.7 Roll axis control force limits for configuration or control mode change.
The control force changes resulting from configuration changes or the intentional engagement or
disengagement of any portion of the flight control system shall not exceed the following limits:
_________.
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Takeoff run: During the takeoff run it shall be possible to maintain a straight path on the
takeoff surface without deviations of more than _____ feet from the path
originally intended, following sudden asymmetric loss of thrust. For the
continued takeoff, the requirement shall be met when thrust is lost at speeds
from the refusal speed (based on the shortest runway from which the aircraft is
designed to operate) to the maximum takeoff speed, with takeoff thrust
maintained on the operative engine(s); without depending upon release of the
pitch, roll, yaw or throttle controls; and using only controls not dependent upon
friction against the takeoff surface. For the aborted takeoff, the requirement
shall be met at all speeds below the maximum takeoff speed; however,
additional controls such as nose wheel steering and differential braking may be
used. Automatic devices that normally operate in the event of a thrust failure
may be used in either case.
Airborne: After lift-off, it shall be possible without a change in selected configuration to
achieve straight flight following critical sudden asymmetric loss of thrust at
speeds from Vmin(TO) to Vmax(TO), and thereafter to maintain straight flight
throughout the climbout and to perform 20-degree-banked turns with and
against the inoperative propulsive unit. Automatic devices that normally
operate in the event of a thrust failure may be used, and for straight flight the
aircraft may be banked up to 5 degrees away from the inoperative engine.
Waveoff/go-around: At any airspeed down to Vmin(PA) it shall be possible to achieve and maintain
steady, straight flight with waveoff (go-around) thrust on the remaining engines
following sudden asymmetric loss of thrust from the most critical factor.
Configuration changes within the capability of the crew while retaining control
of the aircraft, and automatic devices that normally operate in the event of a
propulsion failure, may be used.
Crosswinds: The aircraft response requirements for asymmetric thrust in takeoff and landing
apply in the crosswinds of 4.6.4 from the adverse direction.
General: The static directional stability shall be such that at all speeds above with the
critical asymmetric loss of thrust while the other engine(s) develop(s) normal
rated thrust, the aircraft with yaw control pedals free may be balanced
directionally in steady, straight flight. The trim settings shall be those required
for wings-level, straight flight prior to the failure.
4.6.6.1 Yaw axis control power for takeoff, landing, and taxi.
The following requirements shall be met:
a. It shall be possible to taxi on a dry surface at any angle to a ________ knot wind.
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b. In the takeoff run, landing rollout, and taxi, yaw control power in conjunction with other normal
means of control shall be adequate to maintain a straight path on the ground or other landing surface.
This applies to calm air and in crosswinds up to the values specified in 4.5.6, on wet runways, and on
_____________.For very slippery runways, the requirement need not apply for crosswind components at
which the force tending to blow the aircraft off the runway exceeds the opposing tire-runway frictional
force with the tires supporting all of the aircraft's weight.
c. If compliance with (b) is not demonstrated by test under the adverse runway conditions of (b),
directional control shall be maintained by use of aerodynamic controls alone at all airspeeds above
____________ kt.
d. Yaw axis control power shall be adequate to develop _________ degrees of sideslip in the power
approach.
e. All carrier-based aircraft shall be capable of maintaining a straight path on the ground without the
use of wheel brakes, at airspeeds of 30 knots and above, during takeoffs and landings in a 90-degree
crosswind of at least 0.1 VS(L).
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4.6.7.8 Yaw axis control force limits for asymmetric thrust during takeoff.
The following requirements shall be met:
Takeoff run: During the takeoff run, to stay within the allowable path deviation of 4.6.5.1, yaw-
control forces shall not exceed _______ lb.
Airborne: For the continued takeoff, to achieve straight flight following sudden asymmetric loss
of thrust and then maintain straight flight throughout the climbout, as in 4.6.5.1, shall
not require a yaw control pedal force greater than _____ lb.
4.6.7.9 Yaw axis control force limits with flight control failures.
The change in yaw control force required to maintain constant attitude following a failure in the flight
control system shall not exceed _________ lb for at least 5 seconds following the failure.
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4.8.4.2 Stalls.
Stall is defined according to 3.4.2 (VS) and 3.4.5 (αS). The stall requirements apply for all Aircraft Normal
States in straight unaccelerated flight and in turns and pullups with attainable normal accelerations up to
nL. Specifically to be evaluated are: __________. Also, the requirements apply to Aircraft Failure States
that affect stall characteristics.
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a. In the unaccelerated stalls of 4.8.4.2, the aircraft shall not exhibit rolling, yawing or downward
pitching at the stall which cannot be controlled to stay within ________ deg.
b. It is desired that no pitch-up tendencies occur in stalls, unaccelerated or accelerated. However,
in the unaccelerated stalls of 4.8.4.2 mild nose-up pitch may be acceptable if no pitch control force
reversal occurs and no dangerous, unrecoverable or objectionable flight conditions result. In the
accelerated stalls of 4.8.4.2, a mild nose-up tendency may be acceptable if the operational effectiveness
of the aircraft is not compromised and the aircraft has adequate stall warning, pitch control effectiveness
is such that it is possible to stop the pitch-up promptly and reduce the angle of attack, and at no point
during the stall approach or recovery does any portion of the aircraft exceed structural limit loads.
44
MIL-STD-1797A
b. A single technique shall provide prompt recovery from all post-stall gyrations and incipient spins.
The same technique, or a compatible one, is required for spin recovery. For all modes of spin that can
occur, these recoveries shall be attainable within ________. Avoidance of a spin reversal or an adverse
mode change shall not depend upon precise pilot control timing or deflection.
c. Operation of automatic stall/departure/spin prevention devices and flight control modes shall not
interfere with or prevent successful recovery of the aircraft by the pilot.
d. Safe and consistent recovery and pullouts shall be accomplished without exceeding the following
forces: _________, and without exceeding structural limitations.
45
MIL-STD-1797A
TABLE VI. Flying qualities in atmospheric disturbances for Aircraft Failure States.
ATMOSPHERIC FAILURE STATE I* FAILURE STATE II*
DISTURBANCES
LIGHT TO CALM
_______________ _______________
MODERATE TO LIGHT
_______________ _______________
SEVERE TO
MODERATE _______________ _______________
* Failure State I: ___________
** Failure State II: ___________
For this purpose atmospheric disturbances are defined separately for high (above approximately 1750 ft)
and low altitudes: _________.
Crosswind intensities at touchdown are defined as: ________.
Required wind-shear capability is: __________.
For altitudes below 1750 ft, the turbulence velocity components ug, vg, and wg are to be taken along axes
corresponding to ug aligned along the horizontal relative mean wind vector and wg vertical.
46
MIL-STD-1797A
5. VERIFICATION
5.1.1 Loadings-verification.
The contractor shall furnish the required loading data in accordance with the Contract Data Requirements
List.
47
MIL-STD-1797A
5.1.11.4 Failures-verification.
Verification shall be by analysis, simulation and test.
48
MIL-STD-1797A
5.1.12.6 Damping-verification.
Verification shall be by analysis and flight test.
49
MIL-STD-1797A
50
MIL-STD-1797A
5.2.8.3 Pitch axis control forces-control force variations during rapid speed changes-
verification.
Verification shall be by analysis, simulation and flight test.
51
MIL-STD-1797A
5.3 Flying qualities requirements for the normal (flight path) axis-verification
52
MIL-STD-1797A
53
MIL-STD-1797A
5.5.9.5.7 Roll axis control force limits for configuration or control mode change-verification.
Verification shall be by analysis, simulation and flight test.
54
MIL-STD-1797A
5.6.6.1 Yaw axis control power for takeoff, landing, and taxi-verification.
Verification shall be by analysis, simulation and flight test.
55
MIL-STD-1797A
5.6.7.8 Yaw axis control force limits for asymmetric thrust during takeoff-verification.
Verification shall be by analysis, simulation and flight test.
5.6.7.9 Yaw axis control force limits with flight control failures-verification.
Verification shall be by analysis, simulation and flight test.
5.7 Flying qualities requirements for the lateral flight path axis-verification
5.8.4.2 Stalls-verification.
Verification shall be by analysis, simulation and flight test.
56
MIL-STD-1797A
6. NOTES
This section contains information of a general or explanatory nature that may be helpful, but is not
mandatory.
57
MIL-STD-1797A
MIL-F-87242,
Flight Controls
58
MIL-STD-1797A
(currently DoD FAR Supplement 52-227-7031) are invoked and the DD Form 1423 is not used, the data
specified below shall be delivered by the contractor in accordance with the contract or purchase order
requirements. Deliverable data required by this standard is cited in the following paragraphs.
(Data item descriptions related to this standard, and identified in section 6 will be approved and listed as
such in DoD 5000.19-L, Vol. II, AMSDL. Copies of data item descriptions required by the contractors in
connection with specific acquisition functions should be obtained from the Naval Publications and Forms
Center or as directed by the contracting officer.)
Project No 15GP-0088
59
MIL-STD-1797A
APPENDIX A
FLYING QUALITIES OF PILOTED AIRCRAFT
HANDBOOK FOR
10. SCOPE
10.1 Scope.
This appendix provides rationale, guidance, lessons learned, and instructions necessary, to tailor sections
4 and 5 of the basic standard (MIL-STD-1797A) for a specific application.
10.2 Purpose.
This appendix provides information to assist the Government procuring activity in the use of MIL-STD-
1797A.
10.3 Use.
This appendix is designed to assist the project engineer in tailoring MIL-STD-1797A. The blanks of the
basic standard shall be filled in to meet operational needs of the tailored application
10.4 Format
20.1 References.
The documents referenced in this appendix are not intended to be applied contractually. Their primary
purpose is to provide background information for the Government engineers responsible for developing
the most appropriate performance values (filling in the blanks) for the requirements contained in the
standard proper.
60
MIL-STD-1797A
APPENDIX A
Military
MIL-C-5011 Charts: Standard Aircraft Characteristics and Performance, Piloted Aircraft
(Fixed Wing)
MIL-D-8708 Demonstration Requirements for Airplanes
MIL-F-8785 Flying Qualities of Piloted Airplanes
MIL-A-8861 Airplane Strength and Rigidity Flight Loads
MIL-F-9490 Flight Control Systems - Design, Installation and Test of Piloted Aircraft,
General Specification for
MIL-F-18372 Flight Control Systems: Design, Installation and Test of, Aircraft (General
Specification for)
MIL-S-25015 Spinning Requirements for Airplanes
MIL-W-25140 Weight and Balance Control System (for Airplanes and Rotorcraft)
MIL-F-83300 Flying Qualities of Piloted V/STOL Aircraft
MIL-S-83691 Stall/post-stall/spin Flight Test Demonstration Requirements for Airplanes
AFGS-87221 Aircraft Structures, General Specification for
Navy BuAer SR- Flying Qualities of Piloted Airplanes
119B/USAF
C-1815B
STANDARDS
Military
MIL-STD-756 Reliability Modeling and Prediction
MIL-STD-785 Reliability Program for Systems and Equipment Development and Production
MIL-STD-882 System Safety Program Requirements
MIL-STD-1629 Procedures for Performing a Failure Mode, Effects and Criticality Analysis
HANDBOOKS
Military
MIL-HDBK-217 Reliability Prediction of Electronic Equipment
MIL-HDBK-244 Guide to Aircraft/Stores Compatibility
REPORTS
Navy Rpt No. First Interim Report, Flying Qualities Technical Evaluation of the F-14A
SA-C7R-75 Airplane; Humphrey, M. J.; November 1975 (declassified 31 December 1981)
Navy Rpt No. Navy Evaluation of the F/A-18A Airplane with Roll Rate Improvements
SA-14R-81 Incorporated; Copeland, W., K. Grubbs, et al; March 1981
ASD-TDR-61-362 Fixed-Base and In-Flight Simulation of Longitudinal and Lateral-Directional
Handling Qualities for Piloted Re-entry Vehicles; Kidd, E. A. and R. P. Harper;
February 1964
61
MIL-STD-1797A
APPENDIX A
ASD-TDR-62-507 Handling Qualities in Single-Loop Roll Tracking Tasks: Theory and Simulator
Experiments; Durand, T. S. and H. R. Jex; November 1962
ASD-TDR-63-399 Fixed-Base Simulator Investigation of the Effects of Lα, and True Speed on
Pilot Opinion of Longitudinal Flying Qualities; Chalk, C. R.; November 1963
ASD-TR-72-48 Criteria for Predicting Spin Susceptibility of Fighter-Type Aircraft; Weissman,
R.; June 1972
ASD-TR-78-13 USAF Flying Qualities Requirements for a STOL Transport; Gerken, G.; May
1979
WADC-TR-52-298 Artificial Stability Flight Tests of the XF-88A Airplane; Moore, N. B.; July 1954
WADC-TR-54-594 Flight Evaluations of Variable Short Period and Phugoid Characteristics in a B-
26; Newell, F. d. and G. Campbell; December 1954
WADC-TR-55-299 Flight Evaluations of Various Longitudinal Handling Qualities in a Variable-
Stability Jet Fighter; Harper, R. P., Jr.; July 1955
WADC-TR-56-258 Flight Evaluations in Variable-Stability Airplanes of Elevator Control Motion
Gradients for High-Speed Bombers; Harper, R. P., Jr ; November 1956
WADC-TR-57-520 Human Pilot Dynamic Response; Seckel, E., 1. A. M. Hall, et al.; August 1958
WADC-TR-57-719 Additional Flight Evaluations for Various Longitudinal Handling Qualities in a
Part II Variable-Stability Jet Fighter, Chalk, C. R.; July 1958
WADC-TR-58-82 Approximate Airframe Transfer Functions and Application to Single Sensor
Control Systems; Ashkenas, I. L. and D. T. McRuer; June 1958
WADC-TR-59-135 The Determination of Lateral Handling Quality Requirements from Airframe-
Human Pilot System Studies; Ashkenas, I. L. and D. T. McRuer; June 1959
WADD-TR-61-147 In-Flight Simulation of the Lateral-Directional Handling Qualities of Entry
Vehicles; Harper, R. P., Jr.; November 1961
AFFDL-TR-65-15 Human Pilot Dynamics in Compensatory Systems-Theory, Models, and
Experiments with Controlled Element and Forcing Function Variations,
McRuer, D., D. Graham, et al.; July 1965
AFFDL-TR-65-39 Ground Simulator Evaluations of Coupled Roll-Spiral Mode Effects on Aircraft
Handling Qualities; Newell, F. D.; March 1965
AFFDL-TR-65-138 A Study of Conventional Airplane Handling Qualities Requirements. Part 1:
Roll Handling Qualities; Ashkenas, I. L.; November 1965
AFFDL-TR-65-198 A Handling Qualities Theory for Precise Flight-Path Control; Bihrie, Jr.; June
1966
62
MIL-STD-1797A
APPENDIX A
63
MIL-STD-1797A
APPENDIX A
AFFDL-TR-70-74 An In-Flight Investigation to Develop Control System Design Criteria for Fighter
Vols I and II Airplanes; Neal, T. P. and Rogers E. Smith, December 1970
AFFDL-TR-70-145 An In-Flight Investigation of Lateral-Directional Dynamics for the Landing
Approach; Hall, G. W. and E. M. Boothe; October 1971
AFFDL-TR-70-155 Validation of the Flying Qualities Requirements of MIL-F-00878SA(USAF);
Brady, C. C. and J. Hodgkinson; January 1971
AFFDL-TR-71-134 Validation of the Flying Qualities Requirements of MIL-F-8785B(ASG),
Kandalaft, R. N.; September 1971
AFFDL-TR-71-164 In-Flight Investigation of an Unaugmented Class III Airplane in the Landing
Vol I Approach Task. Phase I: Lateral-Directional Study; Wasserman, R., F. F.
Eckhart and H. J. Ledder; January 1972
AFFDL-TR-72-36 Evaluation of Lateral-Directional Handling Qualities and Roll-Sideslip Coupling
of Fighter Class Airplanes; Boothe, E. M. and M. L. Parrag, May 1972
AFFDL-TR-72-41 Revisions to MIL-F-8785B(ASG) Proposed by Cornell Aeronautical Laboratory
Under Contract F33615-71-C-1254; Chalk, C. R., D A. DiFranco, et al.; April
1973
AFFDL-TR-72-141 Validation of the Flying Qualities Requirements of MIL-F-8785B(ASG) Using
Vol I the P-3B Airplane; Richards, R. B., D. L. Green and J. C. Rennie, November
1973
AFFDL-TR-72-143 In-Flight Simulation of Minimum Longitudinal Stability for Large Delta-Wing
Transports in Landing Approach and Touchdown. Vol 1: Technical Results;
Wasserman, R. and J. F. Mitchell; February 1973
AFFDL-TR-73-76 Recommended Revisions to Selected Portions of MIL-F-8785B(ASG) and
Background Data; Ashkenas, I. L., R. H. Hoh and S. J. Craig; August 1973
AFFDL-TR-74-9 A Two-Phase Investigation of Longitudinal Flying Qualities for Fighters;
Boothe, E. M., R. T. N. Chen and C. R. Chalk; April 1974
AFFDL-TR-74-61 Investigation of Flying Qualities of Military Aircraft at High Angles of Attack. Vol
1: Technical Results; Johnston, D. E., I. L. Ashkenas and J. R. Hogge; June
1974
AFFDL-TR-74-130 Extension of the Method for Predicting Six-Degree-of-Freedom Store
(2 Vols) Separation Trajectories at Speeds Up to the Critical Speed to Include A
Fuselage with Noncircular Cross Section; Dillenius, M. F. E., F. K. Goodwin
and J. N. Nielsen; November 1974
AFFDL-TR-75-3 Evaluation of the Flying Qualities Requirements of MIL-F-8785B(ASG) Using
the C-5A Airplane-, Silvers, C. L. and C. C. Withers; March 1975
AFFDL-TR-76-78 Direct Side Force Control Criteria for Dive Bombing. Vol 1: Summary Vol II:
Analysis and Results; Brulle, R. V., W. A. Moran and R. G Marsh; September
1976
64
MIL-STD-1797A
APPENDIX A
AFFDL-TR-77-57 A Theory for Longitudinal Short-Period Pilot Induced Oscillations; Smith, Ralph
H.; June 1977
AFFDL-TR-78-9 Fighter CCV Phase IV Report, Vol II: Flight Test Data Evaluation. Vol III: Test
Phase Data Summary, Parts I and 2; McAllister, J. D., et al.; February 1978
AFFDL-TR-78-122 Effects of Control System Dynamics on Fighter Approach and Landing
Longitudinal Flying Qualities (Volume I); Smith, Rogers E.; March 1978
AFFDL-TR-78-171 Proceedings of AFFDL Flying Qualities Symposium Held at Wright State
University 12-15 September, 1978; Black, G. T., Moorhouse, D. J., et al.,
compilers; December 1978:
“Task-Oriented Flying Qualities for Air-to-Ground Gun Attack;" Brandeau, G.
“B-1 Experience Related to MIL-F-8785B and Proposed Revisions;" Campbell,
J. E.
"An Approach to Simplify the Specification of Low-Speed Maneuvering Pitch
Control Force;" Cichy, D. R.
"High Angle of Attack Flying Qualities and Departure Criteria Development;"
Hellman, G. K. and R. B. Crombie
"Northrop Review of MIL-F-8785B Proposed Revision;" Lockenour, J
“Evaluation of Selected Class III Requirements of MIL-F-8785B(ASG),
“Flying Qualities of Piloted Airplanes;'" Withers, C. C.
"Discussion and Status of the Proposed Revision (1978) to MIL-F-8785B;"
Moorhouse, D. J., R. J. Woodcock and T. P. Sweeney
AFFDL-TR-79-3126 Flight Qualities Design Requirements for Sidestick Controllers; Black, G. T.
and D. J. Moorhouse; October 1979
AFWAL-TR-80-3032 Prediction of Supersonic Store Separation Characteristics Including Fuselage
and Stores of Noncircular Cross Section (4 volumes); Goodwin, F. K., M. F. E.
Dillenius and J. Mullen. Jr.; November 1980
AFWAL-TR-80-3060 Simulation Analysis: Unorthodox Control Force Fighter Aircraft, Vol II: Detailed
Summary; Mitchell, A. L., et al.; April 1980
AFWAL-TR-80-3067 Flying Qualities Design Criteria: Proceedings of AFFDL Flying Qualities
Symposium Held at Wright-Patterson Air Force Base in October 1979.
Crombie, R. B. and D. J. Moorhouse, compilers; May 1980
AFWAL-TR-80-3141 Investigation of High-Angle-of-Attack Maneuvering - Limiting Factors, Part 1:
Analysis and Simulation; Johnston, D. E., D. G. Mitchell and T T. Myers;
December 1980
AFWAL-TR-81-3027 Development of Handling Quality Criteria for Aircraft with Independent Control
of Six-Degrees-of-Freedom; Hoh, R. H., T. T. Myers, et al.; April 1981
65
MIL-STD-1797A
APPENDIX A
AFWAL-TR-81-3108 Investigation of High AOA Flying Qualities and Design Guides; Johnston, D. E.
and R. K. Heffley; December 1981
AFWAL-TR-81-3109 Background Information and User Guide for MIL-F-8785C. Military
Specification - Flying Qualities of Piloted Airplanes; Moorhouse, D J. and R. J.
Woodcock; September 1981
AFWAL-TR-81-3116 Equivalent System Verification and Evaluation of Augmentation Effects on
Fighter Approach and Landing Flying Qualities; Smith, Rogers E.; September
1981
AFWAL-TR-81-3118 In-Flight Investigation of Large Airplane Flying Qualities for Approach and
Landing; Weingarten, N. C. and C. R. Chalk; September 1981
AFWAL-TR-81-3171 Lateral Flying Qualities of Highly Augmented Fighter Aircraft, Vols. I and 11;
Monegan, S. J., Rogers E. Smith and R. E. Bailey; June 1982
AFWAL-TR-82-3014 Proposed Revisions to MIL-F-8785C Related to Flight Safety of Augmented
Aircraft, 3 Vols.; Schuler, J. M. and M A. Dahl, April 1982
AFWAL-TR-82-3064 Design Criteria for the Future of Flight Controls, Proceedings of the Flight
Dynamics Laboratory Flying Qualities and Flight Control Symposium, 2-5
March, 1982; Fuller, S. G. and Potts, D. W., compilers; July 1982
AFWAL-TR-82-3081 Proposed MIL Standard and Handbook - Flying Qualities of Air Vehicles, Vol II:
Proposed MIL Handbook; Hoh, R. H., Mitchell, D. G., et al November 1982
AFWAL-TR-83-3015 Suggested Revisions to MIL-F-8785C for Large Class III Aircraft; Nleyer, R. T.,
et al.; February 1983
AFFDL-FGC- Validation of the Handing Qualities Degradation Probabilities of MIL-F-
TM-71-7 008785A Using F-4C Air Force Manual 66-1 Maintenance Data, Ullman, Lt., T.
Calanducci, and Lt. Linck; August 1971
AFAMRL-TR-73-78 Manual Control Performance and Dynamic Response During Sinusoidal
Vibration; Allen, R. Wade, Henry R. Jex, and Raymond E. Magdaleno, October
1973
AFAMRL-TR-81-39 Male and Female Strength Capabilities for Operating Aircraft Controls;
McDaniel, Joe W.; March 1981
AFFTC-SD-69-5 A-7D Stability and Control Military Preliminary Evaluations (Phase IA and IB);
Gobert, Don 0. and William T. Twinting; April 1969
AFFTC-TD-75-1 Tracking Test Techniques for Handling Qualities Evaluation; Twisdale, T R.
and D. L. Franklin; May 1975
AFFTC-TR-75-15 Flying Qualities Evaluation of the YF-16 Prototype Lightweight Fighter, Eggers,
James A. and William F. Bryant, Jr.; July 1975
AFFTC-TR-75-32 F-15A Approach-to-Stall/Stall/Post-Stall Evaluation; Wilson, Donald B and
Charles A. Winters; January 1976
AFFTC-TR-76-15 Flight Test Development and Evaluation of a Multimode Digital Flight Control
System Implemented in an A-7D (DIGITAC), Damman,
66
MIL-STD-1797A
APPENDIX A
Lawrence, Robert Kennington, Paul Kirsten, Ronald Grabe, and Patrick Long;
June 1976
AFFTC-TR-77-27 System Identification from Tracking (SIFT), a New Technique for Handling
Qualities Test and Evaluation (Initial Report); Twisdale, T. R and T. A. Ashurst;
November 1977
AFFTC-TR-79-2 Flying Qualities and Flight Control System Evaluation of the B-1 Strategic
Bomber; Ross, Jerry L., Page G. McGirr, and Otto J. Waniczek, Jr.; May 1979
AFFTC-TR-79-10 F-16A/B Flying Qualities Full-Scale Development Test and Evaluation; Pape,
James A. and Michael P. Garland; September 1979
AFFTC-TR-79-18 F-16A/B High Angle of Attack Evaluation; Wilson, Donald B. and Robert C.
Ettinger; October 1979
AFFTC-TR-80-23 F-15C Flying Qualities Air Force Development Test and Evaluation; Shaner,
Keith L. and Robert W. Barham; November 1980
AFFTC-TR-80-29 F-16 Flying Qualities with External Stores; Garland, Michael P., Michael K.
Nelson, and Richard C. Patterson; February 1981
FDL-TDR-64-60 Flight Evaluation of Various Short Period Dynamics at Four Drag
Configurations for the Landing Approach Task; Chalk, C. R., October 1964;
Chalk, Charles R.; October 1964
FTC-TR-66-24 Frequency Response Method of Determining Aircraft Longitudinal Short Period
Stability and Control System Characteristics in Flight; Klung, H A., Jr.; August
1966
FTC-TR-67-19 Evaluation of Longitudinal Control Feel System Modifications Proposed for
USAF F/RF-4 Aircraft ; Keith, L. A., R. R. Richard, and G J. Marrett, December
1968
FTC-TD-72-1 Development and Evaluation of the TWeaD II Flight Control Augmentation
System; Carleton, David L., Richard E. Lawyer, and Cecil W. Powell;
November 1972
FrC-TD-73-2 Background Information and User Guide for MIL-S-83691; Sharp, Patrick S.
and Collet E. McElroy, March 1974
FTC-TR-73-32 Air Force Evaluation of the Fly-by-Wire Portion of the Survivable Flight Control
System Advanced Development Program; Majoros, Robert L.; August 1973
FTC-TIH-79-2 USAF Test Pilot School, Flying Qualities Handbook, Flying Qualities Theory
and Flight Test Techniques; November 1979
USNTPS-FTM-103 Fixed Wing Stability and Control, Theory and Flight Techniques; 1 November
1981
FAA FAR Part 23 Airworthiness Standards: Normal, Utility, and Acrobatic Category Airplanes;
June 1974
67
MIL-STD-1797A
APPENDIX A
FAA FAR Part 25 Airworthiness Standards: Transport Category Airplanes; June 1974
FAA-ADS-69-13 An In-Flight Investigation of Lateral-Directional Dynamics for Cruising Flight;
Hall, G. W.; December 1969
FAA-RD-70-61 A Flight Simulator Study of STOL Transport Lateral Control Characteristics;
Drake, Douglas E., Robert A. Berg, Gary L. Teper, and W. Allen Shirley;
September 1970
FAA-RD-70-65 Flying Qualities of Small General Aviation Airplanes. Part 2: The Influence of
Roll Control Sensitivity Roll Damping, Dutch-Roll Excitation, and Spiral
Stability; Ellis, David R; April 1970
FAA-RD-74-206 Wind Models for Flight Simulator Certification of Landing and Approach
Guidance and Control Systems; Barr, Neal M., Dagfinn Gangsaas, and Dwight
R. Schaeffer; December 1974
FAA-RD-75-123 Identification of Minimum Acceptable Characteristics for Manual STOL Flight
Path Control; Hoh, Roger H., Samuel J. Craig, and Irving L. Ashkenas; June
1976
FAA-RD-77-25 A Study of Lightplane Stall Avoidance and Suppression; Ellis, David R.;
February 1977
FAA-RD-77-36 Wind Shear Modeling for Aircraft Hazard Definition; Frost, Walter and Dennis
W. Camp; March 1977
FAA-RD-77-173 Proceedings of the First Annual Meteorological and Environmental Inputs to
Aviation Systems Workshop. "Wind Models for Flight Simulator Certification of
Landing and Approach Guidance and Control Systems", Schaeffer, Dwight R.;
March 1977
FAA-RD-78-7 Simulation and Analysis of Wind Shear Hazard; Lehman, John M., Robert K.
Heffley, and Warren F. Clement; December 1977
FAA-RD-79-59 Powered-Lift Aircraft Handling Qualities in the Presence of Naturally-Occurring
and Computer-Generated Atmospheric Disturbances; Jewell, Wayne F.,
Warren F. Clement, Thomas C. West, and S. R. M. Sinclair; May 1979
FAA-RD-79-84 Piloted Flight Simulation Study of Low-Level Wind Shear, Phase 4; Foy, W. H.
and W. B. Gartner; March 1979
FAA Advisory High-Speed Characteristics; 24 November 1965
Circular
AC25.253-1A
DOT/FAA/CT-82/ Flying Qualities of Relaxed Static Stability Aircraft, Vol II; McRuer, D. T and T.
130-II T. Myers; September 1982
NACA Memo Flight Investigation to Improve the Dynamic Longitudinal Stability and Control-
Rpt L6E20 Feel Characteristics of the P-63A-1 Airplane with Closely Balanced
Experimental Elevators, Johnson, Harold I.; July 1946
NASA Memo A Pilot Opinion Study of Lateral Control Requirements for Fighter- Type
1-29-59A Aircraft; Creer, Brent Y., John D. Stewart, Robert B. Merrick, and Fred J.
Drinkwater III; March 1959
68
MIL-STD-1797A
APPENDIX A
NASA Memo A Flight Investigation to Determine the Lateral Oscillatory Damping Acceptable
12-10-58A for an Airplane in the Landing Approach; McNeill, Walter E. and Richard F.
Vomaske; February 1959
NASA-CP-2028 Proceedings of the First Annual Meteorological and Environmental Inputs to
Aviation Systems Workshop, 'Wind Models for Flight Simulator Certification of
Landing and Approach Guidance and Control Systems"; Schaeffer, Dwight R.;
March 1977
NASA-CR-239 Development of Satisfactory Lateral-Directional Handling Qualities in the
Landing Approach; Stapleford, Robert L., Donald E. Johnston, Gary L. Teper,
and David H. Weir; July 1965
NASA-CR-635 In-Flight and Ground Based Simulation of Handling Qualities of Very Large
Airplanes in Landing Approach; Condit, Philip M., Laddie G. Kimbrel, and
Robert G. Root; October 1966
NASA-CR-778 Evaluation of Lateral-Directional Handling Qualities of Piloted Re-Entry-
Vehicles Utilizing Fixed-Base and In-Flight Evaluations; Meeker, J I May 1967
NASA-CR-2017 Handling Qualities Criteria for the Space Shuttle Orbiter During the Terminal
Phase of Flight; Stapleford, Robert L., Richard H. Klein, and Roger H. Hoh;
April 1972
NASA-CR-2451 Non-Gaussian Atmospheric Turbulence Model for Use in Flight Simulators;
Reeves, P. M., G. S. Campbell, V. M. Ganzer, and R. G. Joppa; September
1974
NASA-CR-2677 Manual and Automatic Flight Control During Severe Turbulence Penetration;
Johnston, Donald E., Richard H. Klein, and Roger H. Hoh, April 1976
NASA-CR-152064 Investigation of the Vulnerability of Powered Lift STOLs to Wind Shear; Hoh,
Roger H. and Wayne F. Jewell; October 1976
NASA-CR-152139 Study of a Safety Margin System for Powered-Lift STOL Aircraft; Heffley,
Robert K. and Wayne F. Jewell; May 1978
NASA-CR-152194 A Study of Key Features of the RAE Atmospheric Turbulence Model; Jewell,
Wayne F. and Robert K. Heffley; October 1978
NASA-CR-159059 An Investigation of Low-Speed Lateral Acceleration Characteristics of
Supersonic Cruise Transports Using the Total In-Flight Simulator (TIFS),
Weingarten, N. C.; July 1979
NASA-CR-159236 Calspan Recommendations for SCR Flying Qualities Design Criteria-, Chalk,
C. R.; April 1980
NASA-CR-163108 Analyses of Shuttle Orbiter Approach and Landing Conditions; Teper, Gary L.,
Richard J. DiMarco, Irving L. Ashkenas, and Roger H. Hoh; July 1981
NASA-CR-172491 Pitch Rate Flight Control Systems in the Flared Landing Task and Design
Criteria Development; Berthe, C. J., C. R. Chalk, and S. Sarrafian
69
MIL-STD-1797A
APPENDIX A
70
MIL-STD-1797A
APPENDIX A
71
MIL-STD-1797A
APPENDIX A
AIAA Paper 78-1500 Rolling Tail Design and Behavior as Affected by Actuator Hinge Moment,
Ball, J. M.; August 1978
AIAA Paper 19-1781 Initial Results of an Inflight, Simulation of Augmented Dynamics in Fighter
Approach and Landing; Hodgkinson, J. and K. A. Johnston; 6-8 August
1979
AIAA Paper 79-1962 Flight Tests of a Microprocessor Control System; Stengel, R F. and G. E.
Miller; October 1979
AIAA Paper 80-0703 Review of Nonstationary Gust-Responses of Flight Vehicles, Gaonkar, G.
H.; July 1980
AIAA Paper 80-1611-CP Flight Evaluation of Augmented Fighter Aircraft; Hodgkinson, J. and R. C.
Snyder; 11-13 August 1980
AIAA Paper 80-1626-CP A Summary of an In-Flight Evaluation of Control System Pure Time Delays
During Landing Using the F-8 DFBW Airplane; Berry, D. T., B G. Powers,
K. J. Szalai, and R. J. Wilson; 11-13 August 1980
AIAA Paper 80-1627-CP Low Order Equivalent Models of Highly Augmented Aircraft Determined
from Flight Data Using Maximum Likelihood Estimation; Shafer, M. F; 11-13
August 1980
AIAA Paper 80-1628-CP Handling Qualities Criteria for Wing-Level-Turn Maneuvering During an Air
to Ground Delivery; Sammonds, R. I. and J. W. Bunnell, Jr.-, August 1980
AIAA Paper 80-1633 Identification of Flexible Aircraft from Flight Data; Eulrick, B. J. and E. D.
Rynaski; August 1980
AIAA Paper 80-1836 The Turbulent Wind and Its Effect on Flight; Etkin, B.; August 1980
72
MIL-STD-1797A
APPENDIX A
AIAA Paper 81-0302 Atmospheric Disturbance Models and Requirements for the Flying Qualities
Military Standard and Handbook; Heffley, R. K., W. F. Jewell, R. H. Hoh,
and D. J. Moorhouse; January 1981
AIAA Paper 87-2561 Analysis and Application of Aircraft Departure Prediction Criteria to the AV-
8B Harrier II; Tinger, H.L.; August 1987
SAE ARP 842B Design Objectives for Flying Qualities of Civil Transport Aircraft
Delft Univ of Tech Non-Gaussian Structure of the Simulated Turbulent Environment in Piloted
Memo M-304 Flight Simulation; van de Moeskijk, G. A. J.; April 1978
Princeton Univ Rpt 604 A Study of Pilot-Induced Lateral-Directional Instabilities; Caporali, R. L., J.
P. Lamers, and J. R. Totten; May 1962
Princeton Univ Rpt 727 Lateral-Directional Flying Qualities for Power Approach; Seckel, E., G. E.
Miller, and W. B. Nixon; September 1966
Princeton Univ Rpt 777 Comparative Flight Evaluation of Longitudinal Handling Qualities in Carrier
Approach; Eney, J. A.; May 1966
Princeton Univ Rpt 797 Lateral-Directional Flying Qualities for Power Approach: Influence of Dutch
Roll Frequency; Seckel, E., J. A. Franklin, and G E. Miller, September 1967
Stanford Univ Wind Modeling and Lateral Aircraft Control for Automatic Landing; Holley,
SUDAAR No. 489 William E. and Arthur E. Bryson; January 1975
ARC R&M No. 917 Preliminary Report on Behavior of Aeroplanes When Flying Inverted with
Special Reference to Some Accidents on "A"; O'Gorman, Mervyn,
Chairman, Accidents Committee; January 1919
ESDU Item No. 74031 Characteristics of Atmospheric Turbulence Near the Ground. Part II: Single
Point Data for Strong Winds (Neutral Atmosphere), October 1974
ESDU Item No. 75001 Characteristics of Atmospheric Turbulence Near the Ground. Part III
Variations in Space and Time for Strong Winds (Neutral Atmosphere), July
1975
IAS Paper 60-18 Development of Lateral-Directional Flying Qualities Criteria for Supersonic
Vehicles, Based on a Stationary Flight Simulator Study; Crone, R M. and R.
C. A'Harrah; January 1960
ICAS-86-5.3.4 Handling Qualities for Unstable Combat Aircraft; Gibson, J. C.; September
1986
MDC Rpt A5596 Flying Qualities Analysis of an In-Flight Simulation of High Order Control
System Effects on Fighter Aircraft Approach and Landing-, Johnston, K A.
and J. Hodgkinson, 22 December 1978
MDC Rpt A6792 Definition of Acceptable Levels of Mismatch for Equivalent Systems of
Augmented Aircraft; Wood, J. R. and J. Hodgkinson; 19 December 1980
NLR-TR-79127U Determination of Low-Speed Longitudinal Maneuvering Criteria for
Transport Aircraft with Advanced Flight Control Systems; Mooij, H. A., W.
P. Boer, and M. F. C. van Gool; 1979
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NLR Memorandum A Digital Turbulence Model for the NLR Moving - Base Flight Simulator,
VS-77-024 Part I; Jansen, C. J., August 1977
NLR Memorandum A Digital Turbulence Model for the NLR Moving - Base Flight Simulator,
VS-77-025 Part II; Jansen, C. J.; August 1977
Boeing D6-10725 A Simulator and Flight Evaluation of the Longitudinal and Lateral Control
Requirements of the C-5A for the Landing Approach Task; Eldridge, W 18
May 1965
Boeing D6-10732 T/N A Note on Longitudinal Control Response; Higgins, H. C.; June 1965
Calspan FRM No. 554 The Ideal Controlled Element for Real Airplanes Is Not K/s; Chalk, C. R.-,
August 1981
Comell Aero Lab Flight Evaluation of a Stability Augmentation System for Light Airplanes;
IH-2154-F-1 Eckhart, F. F., G. W. Hall, and P. A. Martino; November 1966
Cornell Aero Lab A Flight Investigation of Minimum Acceptable Lateral Dynamic Stability,
TB-574-F-3 Graham, D. and C. James; 30 April 1950
Cornell Aero Lab A Flight Investigation of Acceptable Roll to Yaw Ratio of the Dutch Roll and
TB-574-F-6 Acceptable Spiral Divergence; Bull, G.; February 1952
Cornell Aero Lab Flight Evaluations of the Effect of Variable Spiral Damping in a JTB-26B
TB-1094-F-I Airplane; Rhoads, D. W.; October 1957
Cornell Aero Lab Handling Qualities Requirements as Influenced by Prior Evaluation Time
TB-1444-F-I and Sample Size; Kidd, E. A. and G. Bull; February 1963
Douglas Aircraft Co. Investigation of Pilot-Induced Longitudinal Oscillation in the Douglas Model
LB-25452 A4D-2 Airplane; Terrill, W. H., J. G. Wong, and L. R. Springer; 15 May 1959
General Dynamics Rpt 9 December 1968
FZM-12-2652
Norair Rpt No. Pilot Induced Oscillations- Their Cause and Analysis; Ashkenas, Irving L.,
NOR-64-143 Henry R. Jex, and Duane T. McRuer; June 1964
Systems Tech. Inc. A Systems Analysis of Longitudinal Piloted Control in Carrier Approach,
TR-124-1 Cromwell, C. J. and I. L. Ashkenas; June 1962
Systems Tech. Inc. Carrier Landing Analyses; Durand, Tulvio; February 1967
TR-137-2
Systems Tech. Inc. Background Data and Recommended Revisions for MIL-F-8785B(ASG),
TR-189-1 'Military Specification -- Flying Qualities of Piloted Airplanes'; Craig, Samuel
J. and Irving L. Ashkenas; March 1971
Systems Tech. Inc. Outsmarting MIL-F-8785B(ASG), the Military Flying Qualities Specification;
TR-190-1 Stapleford, Robert L., Duane T. McRuer, Roger H. Hoh, et al.; August 1971
Systems Tech. Inc. Analytical Assessment of the F-14 Aircraft Control and Handling
TR-199-1 Characteristics; Johnston, Donald E. and Samuel J. Craig; February 1972
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Systems Tech. Inc. Analytical Assessment of the F-18A Flying Qualities During Carrier
TR-1090-1 Approach; Ringland, R. F. and D. E. Johnston; September 1977
Systems Tech. Inc. Effect of Sideslip on Precise Lateral Tracking; Hoh, R. H. and H. R. Jex;
WP-189-3 November 1969
Vought Corp Rpt No. Mathematical Models for the Aircraft Operational Environment of DD-963
2-55800/8R-3500 Class Ships; Fortenbaugh, R. L.; September 1978
AGARD Rpt 122 The Influence of Drag Characteristics on the Choice of Landing Approach
Speeds; Lean, D. and R. Eaton; 1957
AGARD Rpt 357 Some Low-Speed Problems of High-Speed Aircraft; Spence, A. and D.
Lean, 1961
AGARD Rpt 372 Theory of the Flight of Airplanes in Isotropic Turbulence - Review and
Extension; Etkin, B.; April 1961
AGARD Rpt 420 Flight Measurements of the Influence of Speed Stability on the Landing
Approach; Staples, K. J.; 1963
AGARD-AR-82 The Effects of Buffeting and Other Transonic Phenomena on Maneuvering
Combat Aircraft; Hamilton, B. 1. L.; July 1975
AGARD-AR- 134 Technical Evaluation Report on the Flight Mechanics Panel Symposium on
Stability and Control; Chalk, C. R.; January 1979
AGARD-CP-17 AGARD Stability and Control Meeting, September 1966
“Flying Qualities Criteria Problems and Some Proposed Solutions,"
Carlson, John W. and Richard K. Wilson
“Pilot-Induced Instability;" A'Harrah, R. C. and R. F. Siewert
AGARD-CP- 1 19 Stability and Control; "Flight Simulation - A significant Aid In Aircraft
Design;' A'Harrah, R. C.; April 1972
AGARD-CP-199 Stall/Spin Problems in Military Aircraft; June 1976
AGARD-CP-235 Dynamic Stability Parameters; 'Aircraft Stability Characteristics at High
Angle of Attack;" Kalviste, J.; November 1978
AGARD-CP-249 Piloted Aircraft Environment Simulation Techniques, "Handling Qualities of
a Simulated STOL Aircraft in Natural and Computer-Generated Turbulence
and Shear;" Sinclair, S. R. M. and T. C. West; October 1978
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APPENDIX A
Bureau of Naval Weapons Failure Rate Data Handbook, prepared by U. S. Naval Ordnance Laboratory;
Corona, CA (updated periodically)
Caravello, Christopher, Randal G. Joslin, Giuseppe Fristachi, Charles R. Bisbee, Steven S.
Weatherspoon, and Steven G. Henrich, Limited Flight Evaluation as a Function of Aircraft Longitudinal
Dynamics, Air Force Test Pilot School, Class 79A Final Report, December, 1979
Curry, R. E. and A. G. Sim, Unique Flight Characteristics of the AD-1 Oblique-Wing Research Airplane, J
Aircraft, v. 20, nr. 6, June, 1983
"Development of the F/A-18 Handling Qualities Using Digital Flight Control Technology," Society of
Experimental Test Pilots 1982 Report to the Aerospace Profession, 26th Annual Proceedings,
September, 1982
Dryden, Hugh L., “A Review of the Statistical Theory of Turbulence,” Turbulence - Classic Papers on
Statistical Theory, New York: Interscience Publishers, Inc., 1961
Etkin, B., "A Theory of the Response of Airplanes to Random Atmospheric Turbulence," J. Aero/Space
Sciences, July, 1959, 409-420
Etkin, Bernand, Dynamics of Atmospheric Flight, New York: Wiley, 1972
Etkin, Bernard, Dynamics of Flight, New York: Wiley, 1959
Finberg, Floyd, Report of the T-38 Flight Control System PIO Review Board. USAF ASD, February, 1963
Hirsch, Darrell, "Investigation and Elimination of PIO Tendencies in the Northrop T-38A," SAE Paper,
New York, July, 1964
Hodgkinson, J., "Equivalent Systems Approach for Flying Qualities Specification," presented at SAE
Aerospace Control and Guidance Systems Committee Meeting, Denver, CO, 7-9 March, 1979
Hodgkinson, J., R. L. Berger, and R. L. Bear, “Analysis of High Order Aircraft/Flight Control System
Dynamics Using an Equivalent System Approach," presented at 7th Annual Pittsburgh Conference on
Modeling and Simulation, 26-27 April, 1976
Hodgkinson, J., W. J. LaManna, and J. L. Heyde, "Handling Qualities of Aircraft with Stability and Control
Augmentation Systems - A Fundamental Approach," J. R. Ae. S., February, 1976
Houbolt, John C., "Atmospheric Turbulence," AIAA J., Vol. II, No. 4, April, 1973, 421-437
"Industry Observer,” Aviation Week and Space Technology, 1 April, 1968, 13
Jacobson, Ira D. and Dinesh S. Joshi, “Investigation of the Influence of Simulated Turbulence on
Handling Qualities," J. Aircraft, Vol.14, No. 3, March 1977, 272-275
Jones, J. G., "Modeling of Gusts and Wind Shear for Aircraft Assessment and Certification,” Royal Aircraft
Establishment, Paper prepared for CAARC Symposium on Operational Problems, India, October, 1976
Lappe, V. Oscar and Ben Davidson, “On the Range of Validity of Taylor's Hypothesis and the Kilmogoroff
Spectral Law," J. Atmos. Sciences, Vol. 20, November, 1963
Lappe, V. Oscar, “Low-Altitude Turbulence Model for Estimating Gust Loads on Aircraft," J. Aircraft, Vol.
3, No. 1, Jan - Feb, 1966
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Lumley, John L. and Hans A. Panofsky, The Structure of Atmospheric Turbulence, New York:
Interscience Publishers, Inc., 1964
McRuer, Duane, Irving Ashkenas, and Dunstan Graham, Aircraft Dynamics and Automatic Control,
Princeton University Press, 1973
Mitchell, David G. and Roger H. Hoh, “Low-Order Approaches to High-Order Systems: Problems and
Promises," J. Guidance, Control, and Dynamics, Vol. 5, No. 5, Sept - Oct 1982, 482-489
Morgan, Clifford T., Jesse S. Cook, Alphonse Chapanis, and Max W. Lund, eds., Human Engineering
Guide to Equipment Design, New York: McGraw-Hill, 1963
Morgan, Len, “Out for a Spin," Flying, February, 1982
Neal, T. Peter, "Influence of Bobweights on Pilot-Induced Oscillations," J. Aircraft, September, 1971
Otnes, R. K. and L. Enochson; Applied Time Series Analysis, Vol. 1. Basic Techniques; New York- Wiley-
Interscience; 1978
Perkins, Courtland D. and Robert E. Hage, Airplane Performance Stability and Control, New York- Wiley
1949
"Proposals for Revising Mil-F-8785B, 'Flying Qualities of Piloted Airplanes'," AFFDI,-FGC Working, Paper,
February, 1978
Rediess, H. A., D. L. Mallick, and D. T. Berry, Recent Flight Test Results on Minimum Longitudinal
Handling Qualities for Transport Aircraft, presented at the FAUST VIII Meeting, Washington, D.C.,
January 1981
Richards, D. and C. D. Pilcher, "F/A-18A Initial Sea Trials," SETP Cockpit, April/May/June, 1980
Sammonds, R. I., W. E. McNeill, and J. W. Bunnell, "Criteria for Side-Force Control in Air-to-Ground
Target Acquisition and Tracking," J. Aircraft, v. 19, nr. 9, September, 1982
Scott, W. B., “Reengined KC-135 Shows Performance Gains in Test," Aviation Week & Space
Technology, v. 118, nr. 8, McGraw-Hill, February 21, 1983
Stengel, R. F. and G. E. Miller, “Pilot Opinions of Sampling Effects in Lateral-Directional Control,"
presented at 16th Annual Conference on Manual Control, Cambridge, MA, May, 1980
Tentative Airworthiness Objectives and Standards for Supersonic Transport Design Proposals, Flight
Standards Service, FAA, 15 August, 1963
Van Patten, Robert E., Investigation of the Effects of gy. and gz on AFTI/F-16 Control Inputs. Restraints
and Tracking Performance, Interim USAF AMRL Technical Report, August, 1981
von Karman, Theodore, “Progress in the Statistical Theory of Turbulence," Turbulence - Classic Papers
on Statistical Theory, New York: Interscience Publishers, Inc., 1961
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APPENDIX A
30. DEFINITIONS
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APPENDIX A
For military rotorcraft STI has proposed (NASA CR 177331 or NASA CR 177304) a more detailed
alternative to general category, class and flight phase definitions. Each Flight Phase is assigned specific
appropriate tasks, 3 to 14 in number. Each of these tasks is quantified in terms of a detailed maneuver,
including tolerances on performance. This structure should provide an adequate basis for evaluating
mission-task performance and pilot workload, which are the essence of flying qualities, directly rather
than through the response parameters by which flying qualities are usually specified. Although more
difficult to relate back to design, this alternative provides an excellent set of criteria for assessing
operational worth of the actual vehicle in flight.
Classification of Aircraft--An aircraft is placed in one of the following Classes:
Class I: Small light aircraft such as:
Light utility
Primary trainer
Light observation
Class II: Medium weight, low-to-medium maneuverability aircraft such as:
Heavy utility/search and rescue
Light or medium transport/cargo/tanker
Early warning/electronic countermeasures/airborne command,
control, or communications relay
Antisubmarine
Assault transport
Reconnaissance
Tactical bomber
Heavy attack
Trainer for Class II
Class III: Large, heavy, low-to-medium maneuverability aircraft such as:
Heavy transport/cargo/tanker
Heavy bomber
Patrol/early warning/electronic countermeasures/airborne command,
control, or communications relay
Trainer for Class III
Class IV: High-maneuverability aircraft such as:
Fighter-interceptor
Attack
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Tactical reconnaissance
Observation
Trainer for Class IV
The Class designation aids in selecting and interpreting handbook material. The procuring activity will
assign an aircraft to one of these Classes, and the handbook requirements for that Class are meant to
apply. When no Class is specified in the requirement, the requirement is meant to apply to all Classes.
When operational missions so dictate, an aircraft of one Class should be required by the procuring activity
to meet selected requirements ordinarily specified for aircraft of another Class. The classification scheme
simplifies mission definition. Basically, the four Classes are related qualitatively to maximum design gross
weight and symmetrical flight limit load factor at the basic flight design gross weight, as shown on figure
3.
The presentation of figure 3 makes it obvious that highly maneuverable aircraft such as fighter and attack
types, together with certain trainer and observation craft, should be designed for high limit load factor.
These vehicles tend to group in the weight range from 5000 to 100,000 lb. There are a few small,
lightweight trainers and observation aircraft which are also designed for fairly high load factors, which
could be in either Class I or Class IV. Classification of these aircraft should be on the basis of more
detailed information about the intended use; or alternatively the detail specification should be a
combination of appropriate requirements.
Figure 3 also illustrates that all other aircraft are required to be designed for a limit load factor of less than
4 g, and that current aircraft span the weight range from 1000 to almost 1,000,000 lb. In addition, there
may be significant differences in the way each vehicle responds to atmospheric turbulence or wind shear.
Another factor of possible significance is the location of the pilot in the vehicle relative to the center of
gravity and the extremities of the vehicle. The location of the pilot in the vehicle affects his motions and
ride qualities. If the effects of each of these factors on handling or flying qualities were fully understood
and a sufficient data base existed, then the quantitative requirements could be stated as mathematical or
empirical functions of the significant factors, and there would be no need for any classification breakdown
to accommodate these effects in the specification requirements.
It should also be recognized that as vehicles become larger, practical design considerations may dictate
compromises between the degree of maneuverability and the values of flying qualities parameters that
are desirable and what can be accepted, through relaxation of operational requirements or through
modification of operational procedures or techniques.
How best to handle the factors discussed above is not completely clear at this time. Ideally the
requirements should be expressed as mathematical functions of the significant factors. The current state
of knowledge and the experimental data available do not permit this, so it is necessary to make the
relatively arbitrary Class definition. Further research into possible scaling parameters, simulation study,
and operational experience is required in this area.
REQUIREMENT LESSONS LEARNED
In keeping with overall guidance to relate requirements to the intended mission, this mission statement
has been found to be necessary to guide selection of flight conditions and tailoring of requirements.
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b. Cruise (CR)
c. Loiter (LO)
d. In-flight refueling (tanker) RT)
e. Descent (D)
f. Emergency descent (ED)
g. Emergency deceleration (DE)
h. Aerial delivery (AD)
Terminal Flight Phases:
Category C: Terminal Flight Phases are normally accomplished using gradual
maneuvers and usually require accurate flight-path control. Included in
this Category are:
a. Takeoff (TO)
b. Catapult takeoff (CT)
c. Approach (PA)
d. Waveoff/go-around (WO)
e. Landing (L)
When necessary, the procuring activity may specify recategorization or addition of Flight Phases or
delineation of requirements for special situations, e.g., zoom climbs.
These Flight Phases are to be considered in the context of the total mission so that there will be no gap
between successive Phases of any flight, and so that transition will be smooth. In certain cases,
requirements are directed at specific Flight Phases identified in the requirement. When no Flight Phase or
Category is stated in a requirement, that requirement is meant to apply to all three Categories.
For the most part, the Flight Phase titles are descriptive enough to facilitate picking those applicable to a
given design. The Formation Flying (FF) Flight Phase is intended to be used, if desired, where there is no
other requirement for rapid maneuvering, precision tracking, or precise flight-path control in up-and-away
flight. An example might be a Class I trainer for which the procuring activity desires Category A flying
qualities (note the use of the T-37, T-38, etc. in non-training roles).
Not all of these Flight Phases apply to a given aircraft. Those that are appropriate to design operational
missions and emergencies will be chosen for each design. The list cannot be exhaustive because new
mission requirements continue to be generated. Thus the procuring activity may delete some Phases and
add others. Responsibility for choosing applicable Flight Phases, as with filling in most or all of the blanks,
is initially the procuring activity's. The contractor should assure that this listing is inclusive and exhaustive
(for the stated primary and alternate missions), and suggest necessary additions. It is the procuring
activity's responsibility either to agree with the contractor's suggestions or to recategorize the Flight
Phases.
In certain cases, both flying qualities requirements and aircraft capabilities may be less than one would
ordinarily expect. An example is a zoom climb--a dynamic maneuver in which qualities such as speed
stability and natural frequency cannot be measured in flight, and the effectiveness of aerodynamic
controls
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is necessarily low at low dynamic pressure. Lacking enough data to formulate general quantitative
requirements for these cases, we leave for the procuring activity the provision of specific requirements as
specific mission needs dictate.
For each Flight Phase or Flight Phase Category (depending upon the data available) typical flight
conditions, maneuvers, disturbances, side tasks, etc. have been assumed in setting the suggested
numerical values. The accurate flight-path control for landing, as an example, may well be a high-pin
piloting task to which some Category A requirements apply. In tailoring the requirements for a particular
procurement, any envisioned operating conditions more lax or more stringent than normal should be
taken into account to the extent possible.
REQUIREMENT LESSONS LEARNED
As an example of the last caveat above, consider the A-10 experience documented by Brandeau in
AFFDL-TR-78-171. That airplane appeared to meet MIL-F-8785B Level 1 requirements for Category A
(which includes ground attack) and it was rated Level 1 during flight tests using a straight-in approach. Its
flying qualities were unsatisfactory, however, when evaluated in an operationally realistic ground attack
task.
In close air support, a wide variety of attack maneuvers may be characterized by three general phases,
as shown in figure 4:
Target acquisition - Rapid rolling toward target while developing 4 to 5 g's; bank and g's held until rollout
onto target (return to zero bank and 1 g)
Weapon delivery or tracking/firing - errors eliminated and pipper maintained on target
Break - a gross maneuver to reposition for another attack while looking after aircraft survival.
For gross target acquisition maneuvers, highly predictable terminal orientation of the velocity vector is
vital in order to minimize the duration of the relatively vulnerable weapon delivery phase. Excellent roll
response is required, in terms of both quickness and maintaining turn coordination. Weapon delivery
requires rapid, precise control of the velocity vector for dropping unguided bombs, or of the pipper line of
sight (and thus aircraft attitude) for gunnery.
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While the original A-10 stability augmentation apparently met MIL-F-8785B requirements on lateral-
directional dynamics, and pilots rated it satisfactory in “the originally planned tactical maneuvers... It was
only as the maneuvers became very aggressive that the problem surfaced.” For these aggressive
maneuvers, the average maxima quoted are:
normal acceleration 4.5 g
roll rate 93 deg/sec
bank angle 93 deg
tracking time 2.33 sec
To satisfy the requirements of the task outlined above, the aerodynamic configuration remained
unchanged and the flight control system modifications were relatively minor. This will not necessarily be
so in more sophisticated designs. The cost of fixing such deficiencies could be very high after a new
aircraft has flown, and so it would obviously be beneficial to consider operational maneuvers as early as
possible in the design phase. In the example cited, little more than figure 4 would be required as an
additional Flight Phase in the specification.
For this more severe Flight Phase, more stringent requirements might be placed on Dutch roll damping
and roll-yaw coupling--see figure 5 responses of lateral tracking error to a roll control doublet. Although
the A-10 deficiency was indicated at high g's, certainly for such a severe Flight Phase the lateral-
directional characteristics must be investigated in pullups and turns - and roll-sideslip coupling in rapid
rolls-as well as in straight flight. (While the requirements of MIL-F-8785B apply throughout the V-h-n Flight
Envelopes, often the lateral-directional behavior has been evaluated primarily in 1-g flight.) Commonly it
is observed that the amount of aileron-to rudder crossfeed needed to coordinate turn entries varies
considerably with angle of attack. Thus, one might find no single crossfeed gain suitable for all phases of
the ground attack described.
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In addition, advancing flight control technology has greatly increased the potential for tailoring the flying
qualities for specific tasks within a Flight Phase Category without compromising other tasks. Truly task-
oriented flying qualities would receive an impetus from the inclusion of requirements related to actual
operational tasks into the specification for a particular aircraft.
An example of the need for better flight characteristics for an added task is the low-altitude parachute
extraction mission, in which the pilot must fly precisely at very low altitude. According to an Air Force test
pilot, for this task the C-130 is “Level 2 at best, mostly Level 3”. The lesson again is to account for the
flying qualities implications of changes in operational usage.
To the extent feasible, we have tailored the requirements to particular tasks of the Flight Phases. A very
important, but unstated, corollary is the need to avoid inconsistencies in flight control mechanization from
one Flight Phase or configuration to another. Drastic or numerous changes in control mode have the
potential to confuse the pilot, to the detriment of mission effectiveness or even flight safety. With few
exceptions, a single flight technique should suit all operations.
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Fractional ratings are to be avoided: Cooper and Harper stress the need for clear choices, especially at
the Level boundaries. Wildly scattered ratings should not be averaged: the Cooper-Harper scale is
nonlinear. Even for adjacent ratings, caution is needed: variations in pilot technique, disturbance time
histories, subjective criteria, etc. may result in valid rating differences.
Relating the Cooper-Harper Pilot Rating Scale to the Levels of flying qualities has the added benefit of
more precise definitions which are related to the operational considerations of pilot workload and task
performance, as well as making the pilot rating correlations consistent with the Level 1, 2, and 3 criterion
boundaries in the flying quality standard. It is especially important to note that "Controllable" is in the
context of the Flight Phase: the pilot's other duties must be attended to.
It is natural for pilot rating of flying qualities to degrade with increasing atmospheric disturbances. Since
this standard is used to procure aircraft, not pilots, we must distinguish between degradation of pilot rating
and degradation of aircraft characteristics. As indicated in the requirement, this distinction is made in
4.9.1 for Normal and Failure States. These allowances, of course, should not be construed as a
recommendation to degrade flying qualities with increasing intensities of atmospheric disturbances.
For several reasons we do not use Cooper-Harper ratings directly in the standard:
Level applies to aircraft (which the requirements cover), doing design-mission task. Cooper-
Harper (C-H) rating is given by a pilot doing the task with the aircraft in a given environment.
Since C-H rating is expected to change with severity of the environment, Levels tied exclusively
to C-H ratings would vary with intensity of disturbances--e.g. Level 1 in light turbulence, Level 2 in
moderate. That gets cumbersome to call out in requirements, so we need to tie down the
environmental severity when determining Levels.
Requirements need to address ability to complete or terminate a Flight Phase, which the C-H
ratings don't treat.
We need some leeway for engineering-type input to requirements, e.g. increasing the Level 1
short-period damping boundary to account for more severe turbulence and not allowing negative
dutch roll damping even for Level 3.
Some requirements are based on operational experience or need, rather than pilot evaluation--
e.g., crosswind landing capability or two-engine-out controllability.
"Deficiencies warrant improvement,” from the C-H ratings, just doesn't apply for normal operation
between the Operational and Service Flight Envelope boundaries.
In assessing compliance, as well as in design, the firmness of numerical values is preferred to the
variability of evaluation-pilot ratings. Thus, even though the final decision to accept or reject will
be made on the basis of pilot ratings (as these decisions always have been), more exactly
defined boundaries are needed for specification.
Having stated these caveats, we note that given a well-defined task and a "calm to light" environment, the
Level definitions do closely correspond to 1 through 3, 4 through 6, and 7 through 9 C-H ratings. Thus, for
the qualitative requirements in the proper environment there is a direct correspondence of C-H ratings, to
Levels (However it's done, lacking the "design" environment the evaluation pilot must extrapolate). We
have modified the Level definitions to be even closer to the C-H definitions.
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40. REQUIREMENTS
4.1.1 Loadings.
The contractor shall define the longitudinal, lateral and vertical envelopes of center of gravity and
corresponding weights that will exist for each Flight Phase. Throughout these envelopes shall include the
most forward and aft center-of-gravity positions as defined in ______________. In addition the contractor
shall determine the maximum center-of-gravity excursions attainable through failures in systems or
components, such as fuel sequencing or hung stores, for each Flight Phase. Throughout these
envelopes, plus a growth margin of __________, and for the excursions cited, this standard applies.
REQUIREMENT RATIONALE (4.1.1)
Since aircraft characteristics vary with loading, limits must be defined and the loadings known at
conditions for demonstration of compliance. The loading of an aircraft is determined by what is in (internal
loading) and attached to (external loading) the aircraft. The loading parameters that normally define flying
qualities are weight, center-of-gravity position, and moments and products of inertia (4.1.2). External
stores affect all these parameters and also affect aerodynamic coefficients.
REQUIREMENT GUIDANCE
The related MIL-F-8785C requirement is paragraph 3.1.2.
For normal operation the allowable c.g. range is applicable. Certain failures may cause an adverse c.g.
shift. In these cases, the abnormal c.g.'s so attained are applicable.
The requirements apply under all loading conditions associated with an aircraft's operational missions.
Since there are an infinite number of possible internal and external loadings, each requirement generally
is only examined at the critical loading(s) with respect to the requirement. Only permissible center-of-
gravity positions need be considered for Aircraft Normal States. Fuel sequencing, transfer failures or
malperformance, and mismanagement that might move the center of gravity outside the established limits
are expressly to be considered as Aircraft Failure States. The worst possible cases that are not approved
Special Failure States (4.1.7.2) must be examined.
MIL-W-25140 is normally referenced here for consistency.
The procuring activity may elect to specify a growth margin in c.g. travel to allow for uncertainties in
weight distribution, stability level and other design factors, and for possible future variations in operational
loading and use. Peculiarities of configuration or possible alternative mission tasks may lead to the
specification of additional loadings. Fuel slosh and shift under acceleration also need consideration.
It is fairly straightforward to determine those longitudinal flying qualities that set the longitudinal c.g. limits,
but there are also cases where the aft c.g. limit may be set by lateral-directional flying qualities. Usually
supersonic flight at high dynamic pressure is the most critical, because the level of directional stability is
reduced due to Mach number and aeroelastic effects. Conditions to be investigated to ensure acceptable
lateral-directional characteristics at the aft limits include:
a. Roll performance/roll coupling
b. Abrupt engine loss or inlet unstart at one g
c. Abrupt engine loss or inlet unstart at high normal acceleration or angle of attack, especially for
Class IV aircraft
d. Turbulence effects
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When evaluating aeroelastic effects and effects of hinge moments due to angle of attack, the pitch and
yaw control surface deflection and sideslip must be taken into account. Pitching moment due to sideslip
can also be significant on configurations using vortex lift or highly swept wings. The trend toward relaxed
lateral-directional stability indicates that the effect of c.g. on low-speed lateral-directional characteristics
should also be examined.
This requirement also requires the contractor to define the lateral c.g. limit. This is especially critical for
Class IV aircraft. Conditions to evaluate with asymmetric loadings include:
a. Takeoff with and without crosswind.
b. Roll performance/roll coupling.
c. Abrupt engine loss at takeoff and in maneuvering flight.
d. Dive pullout at high normal acceleration.
e. Yaw departure at high angle of attack and spin resistance.
In defining this limit, the basic lateral asymmetry due to wing fuel system tolerances and equipment
mounted off centerline, such as guns and ammunition, should be taken into account.
REQUIREMENT LESSONS LEARNED
Lateral asymmetries due to fuel loading can have important effects on trim, stall/post-stall characteristics.
etc. Fuel system design has been known to promote such asymmetry, for example, at prolonged small
sideslip in cruising flight.
Since the requirements apply over the full range of service loadings, effects of fuel slosh and shifting
should be taken into account in design. Balance, controllability, and airframe and structure dynamic
characteristics may be affected. For example, takeoff acceleration has been known to shift the c.g.
embarrassingly far aft Aircraft attitude may also have an effect. Other factors to consider are fuel
sequencing, in-flight refueling if applicable, and all arrangements of variable, disposable and removable
items required for each operational mission.
5.1.1 Loadings-verification.
The contractor shall furnish the required loading data in accordance with the Contract Data Requirements
List (CDRL).
VERIFICATION RATIONALE (5.1.1)
Aircraft weight and balance are estimated during the design and measured on the vehicle itself.
VERIFICATION GUIDANCE
Once the specific loadings are defined, application of this requirement is straightforward. Provision of this
data is usually called out in the CDRL.
The procuring activity will check the material submitted for completeness. Eventually, weight and balance
measurements will be made to confirm the estimates. The requirements apply to the actual flight weights
and centers of gravity.
VERIFICATION LESSONS LEARNED
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For a given design, angle of attack usually will be a more succinct bound than speed, altitude and load
factor that vary with gross weight. For relation to aircraft missions the envelopes should be kept in
standard V, h, n form, but nominal weight can be used if it and the limit angle of attack are given. Flight
testing is likely to use angle of attack directly.
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Some Flight Phases of the same Category will involve the same, or very similar. Aircraft Normal States;
so one set of flight envelopes may represent several Flight Phases. Each Flight Phase will involve a
range of loadings. Generally, it will be convenient to represent this variation by superimposing boundaries
for the discrete loadings of 4.1.1, or possibly by bands denoting extremes. If different external store
complements affect the envelope boundaries significantly, it may be necessary for the contractor to
construct several sets of envelopes for each Flight Phase, each set representing a family of stores. A
manageably small total number of Envelopes should result. It is apparent that the Flight Envelopes must
and can be refined, as the design is further analyzed and defined, by agreement between the contractor
and the procuring activity.
Flight tests will be conducted to evaluate the aircraft against requirements in known (a priori) Flight
Envelopes. Generally, flight test will cover the Service Flight Envelope, with specific tests (stalls, dives,
etc.) to the Permissible limits. The same test procedures usually apply in both Service and Operational
Envelopes; only the numerical requirements and qualitative Levels differ. If, for example, speed and
altitude are within the Operational Flight Envelope but normal load factor is between the Operational and
Service Flight Envelope boundaries, the requirements for the Service Flight Envelope apply for Aircraft
Normal States.
Ideally, the flight test program should also lead to definition of Flight Envelopes depicting Level 1 and
Level 2 boundaries. These Level boundaries should aid the using commands in tactical employment,
even long after the procurement contract has been closed out.
Separate Flight Envelopes are not normally required for Aircraft Failure States. It is rational to consider
most failures throughout the Flight Envelopes associated with Aircraft Normal States. These may be
exceptions (such as a wing sweep failure that necessitates a wing-aft landing, or a flap failure that
requires a higher landing speed) that are peculiar to a specific design. In such cases the procuring activity
may have to accept some smaller Flight Envelopes for specific Failure States, making sure that these
Envelopes are large enough for safe Level 2 or Level 3 operation.
Level 2 flying qualities are required in the Service Flight Envelope. Note, however, that the minimum
service speed is a function of stall speed, Vs, and the first item in the definition is based on lift plus thrust
component. For STOL or high-thrust-to-weight-ratio configurations, VS by this definition can be
significantly lower than the aerodynamic or power-off stall speed. Other items in the definition of VS and
minimum service speed give a minimum usable speed which could be higher or lower than the
aerodynamic stall speed. This applies in level flight and in maneuvers. It is doubtful that this interpretation
has in fact been used; however, these are operational benefits to be gained from improving flying
qualities at extreme flight conditions. The safe, usable attainment of more extreme flight conditions may
be emphasized for missions in which maneuvering at high angle of attack is critical. The procuring activity
could accomplish this by, tailoring the requirements for determining the Service and Permissible Flight
Envelopes. As an example, we could require that the Permissible Flight Envelope be defined consistent
with operational maneuvers appropriate to the mission.
In the roll performance requirements we have felt the need to make a further distinction as a function of
airspeed within the Operational and Service Flight Envelopes. The relaxation close to the stall is a
concession to aerodynamic realities for roll control via the usual means.
It should also be noted that the boundaries of these envelopes should not be set by ability to meet the
flying qualities requirements. The flying qualities requirement should be met within the boundaries which
normally are set by other factors, unless specific deviations are granted. The only exception is control
power, which may set some boundaries for stable aircraft, if the requirements on the Operational Flight
Envelope are still met. The rationale for each type of Envelope is presented in the following discussions of
each subparagraph.
The Air Force Flight Test Center has expressed the desirability of more flight testing away from the middle
of the flight envelopes, where most of the testing is done.
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If design tradeoffs indicate that significant penalties (in terms of performance, cost, system
complexity, or reliability) are required to provide Level 1 flying qualities in the large envelopes of
Items a-d, above, consideration should be given to restricting the Operational Flight Envelope
toward the minimum consistent with the requirements of the Flight Phase of the operational
mission under consideration.
When effective limiters are employed, Level 1 handling qualities should be provided as close to the limits
as practical. Without an effective limiter, graceful degradation is much preferred in order to preclude a
flying qualities "cliff.”
REQUIREMENT LESSONS LEARNED
Operational missions generally depart significantly from the design mission profile, even for the same
type of mission. It is important to allow enough latitude to cover likely variations. Also, over the life of an
aircraft its operational missions will likely change in both type and detail. There are, of course, tradeoffs
with cost, weight, and the like. For a particular procurement the extent of the Operational Flight Envelope
beyond minimum operational needs should be as large, then, as these trades will reasonably permit.
While stability and control augmentation can do wonders, such factors as basic control authority and rate,
aeroelasticity, and stall speed are (a) limiting at operational extremes and (b) difficult and costly to change
after the design freeze. Skimping on Operational Envelopes, then, can cause difficulties.
There is no connotation that operation is limited to the Operational Flight Envelopes. Operational Flight
Envelopes is a name, the best we could find, for the region in which the best flying qualities are required.
Some pilots have objected that air combat routinely involves flight at lower speeds and higher angles of
attack, even post-stall. It has never been our intent (or indeed within our power) to preclude such
operational use where it is safe. For a particular procurement, requirements outside the Operational Flight
Envelope may warrant strengthening where needs can be identified.
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c. The speed below which full aircraft-nose-up pitch control power and trim are insufficient to
maintain straight, steady flight.
d. The lowest speed at which level flight can be maintained with MRT.
e. A speed limited by reduced visibility or an extreme pitch attitude that would result in the tail or
aft fuselage contacting the ground.
For engine failure during takeoff, the Standard requires control at speeds down to Vmin (TO); but
requirements for engine-out climb capability are left to performance specifications.
3. Maximum Service Altitude
The maximum service altitude, hmax, for a given speed is the maximum altitude at which a rate of climb of
100 feet per minute can be maintained in unaccelerated flight with maximum augmented thrust (MAT)
4. Service Load Factors
Maximum and minimum service load factors, n(+) [n(-)], are to be established as a function of speed for
several significant altitudes. The maximum [minimum] service load factor, when trimmed for 1 g flight at a
particular speed and altitude, is the lowest [highest] algebraically of:
a. The positive [negative] structural limit load factor.
b. The steady load factor corresponding to the minimum allowable stall warning angle of attack
(4.8.4.2).
c. The steady load factor at which the pitch control is in the full aircraft-nose-up [nose-down]
position.
d. A safe margin below [above] the load factor at which intolerable buffet or structural vibration
is encountered.
REQUIREMENT LESSONS LEARNED
Rarely has a military aircraft been used only for its design missions. Examples are plentiful: The P-47,
designed as a high-altitude fighter but used more extensively in a ground support role; the B-47 and B-52,
designed for high-altitude penetration and bomb-drop from level flight, but later assigned low-level
penetration and toss delivery as well; the F-4, early assigned a Navy interceptor role but then used as an
all-purpose fighter, and by the Air Force as well; the F-15 and F-16, designed as air superiority fighters
but now also flown heavily loaded with external stores for dive bombing; the C-5, with largely unused
capability for low-level penetration and forward-base operation.
In general, experience strongly indicates the significant benefits to be had from providing at least
acceptable, if not satisfactory, flying qualities up to safe margins from stall, limit dive speed, etc. The
capability to use all the performance fallout outside the design mission envelope can greatly enhance the
worth of any military aircraft. A significant additional benefit is the promotion of graceful degradation
rather than flying qualities “cliffs", for which everything is fine right up to the boundary for departure from
controlled flight.
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load factor limits, shall be established for the Permissible Flight Envelope, subject to the approval of the
procuring activity. This defined minimum permissible speed is to be used as VS in all applicable
requirements. VS needs to be consistent with that used for performance, structure, etc. requirements.
REQUIREMENTS LESSONS LEARNED
For both combat and training missions, flight outside the Service Flight Envelope may well be routine. The
new flying qualities requirements that apply there are largely qualitative. Nevertheless these areas can be
important parts of a useful flight envelope, or may be reached inadvertently, and so need careful
consideration.
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Concerning the admissibility of a Special Failure State on the basis of its remoteness of possibility, the
combined probability of having any flying qualities worse than Level 3--not just each individual Failure
State probability--must be kept extremely remote.
REQUIREMENT LESSONS LEARNED
By default, all failure modes not considered become Special Failure States, albeit without specific
approval
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and with the critical takeoff and landing Flight Phases, which occur once per flight. It is implied that, while
mission duration varies among aircraft types, the number of missions does not. The flight length of a
normal long mission, with in-flight refueling if appropriate, should be specified.
For comparison, MIL-F-9490 recommends the following unreliability allowance for the entire flight control
system, manual and automatic, with somewhat different ground rules:
Mission accomplishment: < 10-3 per flight
Flight safety: < 5 x 10-7 per flight, Class III;
< 10-5 per flight, Classes I, II, IV
FAR Part 25 paragraph 25.671, by comparison for the flight control system:
Probable malfunctions > 10-3 per hour are allowed to have only minor effect
Extremely improbable failures < 10-9 per hour need not be considered
Continued safe flight and landing must be assured after all other failures/combinations.
Limited degradation of flying qualities (e.g., Level 1 to Level 2) is acceptable if the combined probability,
of such degradation is small. If the probability of any particular failure is high, then that failure must
produce no degradation beyond the Level required for Normal States. Another way of stating this would
be that in the Operational Envelope the probability of encountering Level 2 any time at all on a given flight
should not, according to the table VIII recommendations, exceed 10-2 and the probability of encountering
Level 3 on any portion of the flight should not exceed 10-4. Somewhat reduced requirements are to be
imposed for flight within the Service Flight Envelope, for both Normal and Failure States. Outside the
Service Flight Envelope, most of the requirements of the standard do not apply. There is, however, a
qualitative requirement to be able to return to the Service Flight Envelope after a failure (i.e., Paragraph
4.1.7.6).
The numbers are given as orders of magnitude. When predicting the occurrence of events of such small
probability, that is about the most accuracy that can be expected.
The requirements do not account for the expectation that degradation of more than one flying quality will
be more severe than any of those degradations singly. In the absence of a definitive data base,
simulation is recommended.
Degradation in atmospheric disturbances is discussed in Requirement Guidance for 4.9.1
The probability of flying qualities degradation is influenced by a number of factors such as design
implementation and complexity (including reconfiguration capability), computer reliability improvements,
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lightning protection, built-in test (BIT), maintenance practices and dispatch rules. Peacetime vs. wartime
operation can be a necessary concern, although battle damage is a separate consideration.
The numerical values in table III should reflect specific requirements for a given weapon system. The
procuring-activity engineer should, as a matter of course, confer with both the using-command
representative and the reliability engineers to assure that the probabilities associated with the Levels are
consistent with the overall design goals. However, the recommended values of table IV are reasonable,
based on experience with past aircraft and current and projected states of the art. To illustrate this, the
following listing presents actual control system failure information for several piloted aircraft:
Reference System Mean Time Between
Malfunctions (MTBM)
Bureau of Naval Weapons
Failure Rate Data Handbook
F-101B 86 hours
F-104 300 hours
F-105D(Fit cntl + elect) 14 hours
E-1B 185 hours
Ad Hoc Committee Report on
B-58 Controllability in Flight
B-58 20 hours
MODAS
F-16A 48 hours
F-16B 40 hours
F-16C 66 hours
F-16D 68 hours
KC-10A 130 hours
A-10A 70 hours
F-4C 26 hours
F-4D 22 hours
F-4E 22 hours
F-4G 17 hours
F-15C 49 hours
B-1 8 hours
MODAS stands for Maintenance and Operational Data Access Systems, a system the Air Logistics
Centers use to record and document failures of aircraft systems. The tabulated MODAS data from early
1986 are for type 1 flight control system failures only, not including the autopilot.
Unfortunately the flying qualities effects of the reported failures are not given along with the above data. A
Second Analysis of B-58 Flight Control System Reliability indicates, however, that the mean time between
critical failures is about five times the MTBM. If critical failures are ones that degrade one or more flying
qualities to Level 2, then for a typical average flight time of four hours:
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These data indicate that most systems have P(Level 2) ≈ 10-2 or less (or approximately one out of a
hundred flights). We consider the F-16, A-10, and F-15 to meet the requirement, considering the limited
accuracy of probability calculations. For the F-105, F-4, and B-1, the data may include failures in
electronic components which do not result in degradation of flying qualities. Numbers of roughly the same
magnitude have been used for both American (Tentative Airworthiness Objectives and Standards for
Supersonic Transport Design Proposals) and Anglo-French (Supersonic Transport Aeroplane Flying
Qualities) supersonic transport design.
A more significant analysis was conducted on the F-4 by the Air Force Flight Dynamics Laboratory
(AFFDL-FGC-TM-71-7). The level of degradation used in this report was based on whether or not the
failure resulted in an abort. Failures without abort were considered degraded to Level 2, and those which
caused an abort were considered degraded to Level 3. The results showed that the F-4 handling
qualities, in an average 2.57 hour flight, will be degraded to Level 2 on an average of 0.043/flight, and to
Level 3 a maximum of 0.0021/flight (21 x 10-4).
A similar comparison can be made between accident loss rates and the requirement for P(Level 3) < 2.5
10-5/flight hour. The Level 3 boundaries are, while not necessarily totally safe, at least safety related.
General Dynamics Rpt FZM-12-2652 indicates the following aircraft accident loss rates during 1967. Also,
shown is the probability of aircraft loss, per 4-hour flight, for an assumed exponential loss distribution.
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If Level 3 represented a safety problem, which it conservatively does not, then the allowable 10-4
probability of encounter per 4-hour flight would account for about 1/4 to 1/9 of the total probability, of
aircraft loss. That is, flying-qualities-oriented losses would represent about 1/4 to 1/9 of all losses. Other
losses could be due to engine failures, etc. Therefore, based on experience the recommended table VIII
value is reasonable.
As a final note, "Industry Observer" from Aviation Week and Space Technology of 1 April 1968 indicates
an Army aircraft accident rate of 22.2/100,000 hours which is very close to the previously cited
experience with a number of Air Force aircraft.
REQUIREMENT LESSONS LEARNED
The following excerpts were taken from written comments made by ASD regarding lessons learned
utilizing Paragraph 3.1.10.2 of MIL-F-8785B.
F-16: Levels were applied to failures without calculating probabilities;
assumed that if a failure could occur, it would eventually (i.e., generic
failure analyses)
F-15, F-16, F-105: Low confidence in failure probability calculations; better to consider
individual failures (i.e., generic failure analyses)
B-1/AMST: See ASD-TR-78-13 for approach to failure states taken on B-1 and
AMST. Probability analysis was used. B-1 experience with its longest
mission (10-hours) indicated that meeting the probability of
encountering Level 3 of 10-4/flight [as required in MIL-F-8785B] was not
possible at that time, with that design concept.
F-15, A-10: Very hard to determine realistic probabilities; recommend defining
special failure states from past experience (i.e., generic failure
analyses)
A-10: Only specific failures were investigated (i.e., generic failure analyses);
most of front section of specification not really used.
F-5E: Flight outside the Operational Flight Envelope should not be considered
abnormal; Paragraph 3.1.10.2 of MIL-F-8785B deleted as useless.
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catastrophic failure possibility to be considered on its own. Requiring approval for each Special Failure
State gives the procuring activity an opportunity to examine all the pertinent survivability and vulnerability
aspects of each design. Survivability and vulnerability are important considerations, but it has not yet
been possible to relate any specific flying qualities requirements to them.
For electronic components, MIL-HDBK-217 provides reliability data. There seems to be no standard
source for reliability data on other components.
A typical approach (but not the only one) for the system contractor is outlined below. The stages indicated
are appropriate for the required calculation and submittal.
1. Initial Design
The basic airframe is designed for a Level 1 target in respect to most flying qualities in the Operational
Flight Envelope. It may quickly become apparent that some design penalties would be inordinate
(perhaps to provide sufficient aerodynamic damping of the short period and dutch roll modes at high
altitude); in those cases the basic airframe target would be shifted to Level 2. In other cases it may be
relatively painless to extend some Level 1 flying qualities over the wider range of the Service Flight
Envelope. Generally the design will result in Level 1 flying qualities in some regions and, perhaps, Level 2
or Level 3 in others. Augmentation of one form or another (aerodynamic configuration changes, response
feedback, control feed forward, signal shaping, etc.) would be incorporated to bring flying qualities up to
Level 1 in the Operational Flight Envelope and to Level 2 in the Service Flight Envelope.
2. Initial Evaluation
The reliability and failure mode analyses are next performed to evaluate the nominal system design
evolved above. All aircraft subsystem failures that affect flying qualities are considered. Failure rate data
for these analyses may be those specified in the related specifications, other data with supporting
substantiation and approval as necessary, or specific values provided by the procuring agency. Prediction
methods used will be in accordance with related specifications. The results of this evaluation will provide:
a) a detailed outline of design points that are critical from a flying qualities/flight safety standpoint; b)
quantitative predictions of the probability of encountering Level 2 in a single flight within the Operational
Flight Envelope, Level 3 in the Operational Envelope, and Level 3 in the Service Envelope; and c)
recommended airframe/equipment changes to improve flying qualities or increase subsystem reliability to
meet the specification requirements. It should be noted that the flying qualities/flight safety requirements
are concerned with failure mode effects, while MIL-STD-785 provides “basic" reliability requirements per
se (all failures regardless of failure effects). In the event of a conflict, the most stringent requirement
would apply.
3. Re-Evaluation
As the system design progresses, the initial evaluation is revised at intervals. This process continues
throughout the design phase, with review by the procuring activity at times consonant with other reviewer
activity.
The results of the analyses of vehicle flying qualities/flight safety may be used directly to: a) establish
flight test points that are critical and should be emphasized in the flight test program; b) establish pilot
training, requirements for the most probable, and critical, flight conditions; and c) provide guidance and
requirements for other subsystem designs.
The failure modes and effects analysis (MIL-STD-1629) will highlight items which need to be checked by
piloted simulation and flight test--although safety considerations may limit flight test. Further, compliance
is demonstrated on the basis of the probability calculations and checked as accumulated flight experience
permits. All of the assumptions, such as independence of failure modes, etc., should be firmly established
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and mutually agreed upon by the contractor and SPO. The combined effects of turbulence and failures
should also be considered. The boundaries given in figure 8 have been suggested as guidelines for these
combined effects, but the recommended approach is to relax the requirements according to 4.9.1.
The combined effects of failures and turbulence should be validated in a manned simulation. Multiple-axis
failures should also be simulated, especially where the flying quality parameters result in pilot ratings near
the applicable Level's lower limits.
Proof of compliance is, for the most part, analytical in nature as far as probabilities of failure are
concerned. However, some failure rate data on the actual flight equipment may become available during
final design phases and during flight test, and any data from these or other test programs should be used
to further demonstrate compliance. Stability and control data of the usual type (e.g., predictions, wind
tunnel, flight test) will also be used to demonstrate compliance. Finally, the results of all analyses and
tests will be subject to normal procedures of procuring agency approval.
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Failure Level
_______ ______
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It must be emphasized that this is only an example. There may be failures that are not discussed in this
example, such as generic software faults; Levels of flying qualities for these failure modes should be
negotiated with the contractor and coordinated with each of the technical disciplines involved.
The reader is directed to the specific flying qualities requirements which must be met in the event of
failures. Paragraphs 4.2.6.1, 4.2.8.6.5, 4.5.7.1, 4.5.9.5.6, and 4.6.7.9 concern flight control system
failures; while 4.5.8.4, 4.5.9.5.5, 4.6.5.1, 4.6.6.2 and 4.6.7.8 concern engine failures. Requirements on
failure transients include 4.1.12.8, 4.2.6.1, 4.5.7.1 and 4.6.5.2.
REQUIREMENT LESSONS LEARNED
This approach has been utilized on the F-15 (a Level 2 basic airframe was specified), F-16 (a minor flight
control system change from the prototype), A-10 (a simple flight control system design), and F-5E (a
design evolution) with reasonable success.
As an example of this process, in one case a failure requirement for the hydraulic system was stated as:
"After loss of one hydraulic system, flying qualities sufficient to return to base and land shall remain (Level
2)". A flying qualities analysis was performed to determine the control capability with a reduced number of
control surfaces. It was found that if one hydraulic system provided power to an aileron on one side of the
vehicle, the elevator on the opposing side, and the rudder, sufficient control could be maintained to land
the vehicle. This was confirmed on a piloted simulator. The hydraulic system was plumbed accordingly
and demonstrated on the Iron Bird. As the flight test program progressed, modifications were made to the
flight control laws and the aerodynamic data package. Furthermore, there were also some slight changes
made to the actuators. At the end of the test period, the flying qualities were reevaluated on the simulator
to ensure that the vehicle could be landed. This data was then used to verify specification compliance.
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of particular roots of a transfer function. Although these fallacies have been pointed out many times,
misinterpretations continue. The feeling is not uncommon that some requirements just do not apply. This
paragraph, 4.1.10, is intended to clarify application of the requirements to flying qualities in general.
In reality, we are only interested in pilots' opinions as to whether the actual aircraft dynamics enable the
appropriate tasks to be performed well enough with acceptable workload. We now require, therefore, that
the actual dynamics be approximated by the responses of transfer functions of classical form. The
appropriate parameters of this equivalent transfer function must meet the modal requirements of the
standard. This so-called equivalent system approach allows continued use of the familiar test data base
for a broad range of mechanizations. It has been advocated strongly by Hodgkinson and others (Systems
Technology, Inc. TR-190-1, AIAA Paper 77-1122, AIAA Paper 80-1627-CP, and Hodgkinson, Berger, and
Bear).
The preceding discussion should not be taken to imply that there is little problem with applying the
specification requirements to equivalent system parameters. For configurations which exhibit
conventional-appearing dynamics, application is indeed straightforward. It also appears to be true at
present that pilots are most comfortable with response dynamics that are natural, that is, like the classical
modes. Certainly, additional prominent modes result in a more complicated dynamic response. As we
consider configurations with dynamics that depart more and more from the classical order or form, then
more and more judgment will be required in defining the appropriate equivalent system parameters and
assessing compliance with the requirements. Hodgkinson has suggested that flying qualities will be poor
if no equivalent system can be found to give a good fit to the actual response. Although success of the
equivalent system approach in applying or defining the Level 2 and 3 boundaries is not definite at this
time, such application appears sufficient though possibly not necessary to achieve the desired goals.
There are also questions which remain to be answered. Is the equivalent system solution unique? (Not
universally, it seems.) Can the equivalent system parameters be juggled until compliance is indicated? (In
limited observations, some tendency toward equivalent results from different techniques has been noted.)
Are requirements necessary for either the amount or the quality of the mismatch? (To date this has not
been a major problem.) In spite of the qualifying remarks and the above questions, this approach is a way
to apply known requirements to advanced configurations with high-order dynamic responses. We
preserve the validated data base of MIL-F-8785B/C and the experience in its use. At the same time the
equivalent systems are to be defined by matching an appropriate aircraft response to pilot control input.
We therefore focus attention on the quality of the actual overall response perceived by the pilot, rather
than to imply consideration of a dominant mode as may be inferred (however incorrectly) from MIL-F-
8785B. We also believe that the use of the equivalent system approach is responsive to the needs of
designers. Failure of an equivalent system parameter to meet the requirement then indicates the
characteristic of the actual system (e.g., bandwidth, peak amplification, phase lag) that must be improved.
We acknowledge that the use of equivalent systems is not a magic solution to good flying qualities;
however, properly used it is a good tool for designing or evaluating advanced configurations which are
becoming indiscriminately complex.
In order to demonstrate compliance with the modal requirements of MIL-F-8785C, equivalent systems
must first be defined to approximate the actual aircraft dynamics whether predicted analytically or
obtained from flight test. Considerations for specific axes are discussed elsewhere following the
appropriate requirement. In general, however, it is necessary to add a term representing a time delay to
the "classical form" of the response. This term, itself a specified parameter (4.2.1.2, 4.5.1.5), allows a
closer match of the higher-frequency content of most advanced systems considered to date. The time
delay has been correlated with pilot opinion ratings.
The requirement as written is intended to allow the contractor to use any reasonable method of
determining the equivalent aircraft systems. However, the procuring activity may require some particular
method for final compliance demonstration. Guidance for some of the individual requirements contains
more detail.
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Other forms of dynamic requirements, such as time to bank, apply to the actual system, whatever its
order or nonlinearity. It is only the transfer-function parameters that are to be equivalent; whereas the
specified responses are generally those of the entire, actual system.
REQUIREMENT LESSONS LEARNED
In AFWAL-TR-82-3064, Powers notes that the large separation of short-period frequency and pitch-
numerator inverse time constant makes the pitch transfer function for control inputs difficult to match with
the standard equivalent system. Whether this indicates a problem with equivalent systems or a flying
qualities deficiency is hard to determine. We do note that for low speed (with less separation of those
roots) NLR-TR-79127U reports rating degradation with the large pitch overshoot which results from the
separation. Some other requirements are suggested in this handbook for use when the equivalent system
approach is not satisfactory.
Hodgkinson and Bischoff (separately) discuss equivalent systems in AFWAL-TR-82-3064. AFWAL-TR-
81-3118 lists generally good matches of longitudinal short-term dynamics of some unstable aerodynamic
configurations stabilized by pitch rate feedback and forward-loop integration; pilot distance from the
center of gravity was found to be a complicating factor.
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4.1.11.4 Failures.
No single failure of any component or system shall result in dangerous or intolerable flying qualities;
Special Failure States (4.1.7.2) are excepted. The crew member concerned shall be given immediate and
easily interpreted indications whenever failures occur that require or limit any flight crew action or
decision. The aircraft motions following sudden aircraft system or component failures shall be such that
dangerous conditions can be avoided by the pilot, without requiring unusual or abnormal corrective
action. A realistic time delay of at least between the failure and initiation of pilot corrective action shall be
incorporated when determining compliance. This time delay shall include an interval between the
occurrence of the failure and the occurrence of a cue such as acceleration, rate, displacement, or sound
that will definitely indicate to the pilot that a failure has occurred, plus an additional interval which
represents the time required for the pilot to diagnose the situation and initiate corrective action.
Additional requirements apply to transients from propulsion system (4.5.8.4, 4.5.9.5.5, 4.6.5.1, 4.6.6.2,
4.6.7.8) and flight control system (4.2.6.1, 4.2.8.6.5, 4.5.7.1, 4.5.9.5.6, 4.6.5.2, 4.6.7.9) failures.
REQUIREMENT RATIONALE (4.1.11.4)
These provisions involve safety of flight. In addition to accounting for flying qualities after a failure, we
recognize that the transient between the normal and the failed state could result in further flying qualities
degradation.
REQUIREMENT GUIDANCE
The related MIL-F-8785C requirements are paragraphs 3.4.8 and 3.4.9.
Recommended minimum time delay: A default value would be 1 second.
A minimum realistic time delay value of 1 second is consistent with Paragraph 3.3 9.3 in MIL-F-8785C.
For civil operation the FAA is more conservative with hardover failures of autopilot servos, requiring 3
seconds before pilot takeover is assumed. This time delay is to include an interval between the
occurrence of the failure and the occurrence of a cue such as acceleration, rate, or sound that will
definitely indicate to the pilot that a failure has occurred, plus an additional interval which represents the
time required for the pilot to diagnose the situation and initiate corrective action. The length of time should
correspond to the pilot's likely set to respond, for example longer during cruise than at takeoff.
NASA-CR-177331 or NASA-CR-177304 present guidance on determining a realistic time delay that
seems as applicable to winged aircraft as it is to rotorcraft. Table IX and the paragraph following it are
excerpts.
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TABLE IX. Summary of minimum allowable intervention times for system failures.
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TABLE IX. Summary of minimum allowable intervention times for system failures - Continued.
ROTORCRAFT RESPONSE TIME INTERVAL (t1 - t0). This is the period between the failure occurring
and the pilot being alerted to it by a suitable cue. The cue may take the form of an adequate tactile, audio,
or visual warning. (The eye cannot be relied upon to distinguish abnormal instrument indications
sufficiently early for these to be regarded as an adequate cue). In the absence of the adequate cues
listed above, it can be assumed that a pilot will be alerted when the rotorcraft meets or exceeds the
responses listed for unattended operation.
PILOT RESPONSE TIME INTERVAL (t2 - t1). The period commences at the time the pilot is alerted to the
fact that something abnormal is happening and terminates when the controls are moved to commence
the recovery maneuver. The period consists of the recognition time, decision time, and reaction time. As
shown above, the recognition and decision times are assumed to increase as the pilot relaxes his level of
involvement, i.e., in going from "attended operation” to ”unattended operation” and also in going from
"hands on” to "hands off". The reaction time is longer "hands off" than ”hands on" as the pilot has to
locate the controls before he can move them.
*****************************
Pilot response time is especially critical in defining a reasonable minimum pilot
intervention delay time to a failure. The status of the pilot in the overall task of
controlling the rotorcraft can be described as active or attended control operation,
divided attention control operation (both hands on the controls and hands off), or
unattended control operation such as in autopilot mode (both hands on and hands off
the control). For example, if the pilot is making a final approach to a landing, he
would be considered to be in an attended operation mode of rotorcraft control with
his hands on the control. Should an automatic flight control occur, the minimum pilot
response time for corrective control input following recognition of the failure would be
quite small, approximately half a second. Therefore, for testing the acceptability of
failures in this mode of flight, it would be unreasonable to require testing (or
specification) of a minimum allowable response time any greater than 1/2 second.
However, for cross country flight at cruise airspeeds, it is very possible that the pilot
will not have his hands on the control if an autopilot is engaged. For failures which
have a significant probability of occurrence in this flight mode, the specification of a
1/2 second pilot response time for test purposes would be unreasonable and unsafe.
In this standard, therefore, the minimum allowable pilot response time would be
adjusted to 2-1/2 seconds following any single failure.
A propulsion failure along with a failed automatic compensation device or flight control system failure is a
consideration. A rational ground rule would be to include the probability of such combinations in the
calculations for 4.1.7.3 or 4.9.1 by assuming a probability of 1 that the critical engine failure occurs, and
adding any failures which result in nuisance actuation of the automatic device.
REQUIREMENT LESSONS LEARNED
Aircraft have been lost from runaway trim. That possibility needs careful consideration for every powered
trim system.
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5.1.11.4 Failures-verification.
Verification shall be by analysis, simulation, and test.
VERIFICATION RATIONALE (5.1.11.4)
For those failures and flight conditions judged too hazardous to evaluate in flight, demonstration likely will
be by simulation. Validated models of the aircraft and its flight control system will be needed for that, and
adequate motion cues should be available to simulate the acceleration environment with one-to-one
fidelity for at least two seconds following the failure.
VERIFICATION GUIDANCE
See table IX.
VERIFICATION LESSONS LEARNED
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The instabilities and complications resulting from these factors can probably be rectified by stability
augmentation if and only if control effectiveness is adequate. The controllability margin conventionally
provided by static stability must be translated for CCV's into margins of control authority and rate. Control
must be adequate for the combined tasks of trim (establishing the operating point), maneuvering,
stabilization (regulation against disturbances), and handling of failures (flight control system, propulsion,
etc).
4.1.12.8 precludes dangerous single failures. After the first failure it may be advisable to constrict flight
envelopes for some assurance of flight safety in case, say a second hydraulic system should fail. The
procuring activity will need to weigh the expected frequency and operational consequences of such
measures against predicted benefits.
Excessive stability, as well as excessive instability of the basic airframe, is of concern with respect to
available control authority and rate; for example large stable Clβ, increases the roll control power needed
to counteract gusts.
The requirements of this paragraph are largely an emphasis or amplification of other requirements in this
standard, among them:
4.1.1 Loadings
4.1.3 External stores
4.1.6.2 Flight outside the Service Flight Envelope
4.1.11.4 Failures
4.1.12.7 Transfer to alternate control modes
4.2.5 Pitch trim changes
4.2.7 Pitch axis control power
4.5.8 Roll axis control power
4.6.5.1 Yaw axis response to asymmetric thrust
4.6.6 Yaw axis control power
4.8.1 Cross-axis coupling in roll maneuvers
4.8.4 Flight at high angle of attack
4.9 Flying quality requirements in atmospheric disturbances
REQUIREMENT LESSONS LEARNED
It is well known that hinge moments can limit both deflection and rate of control surfaces. When using a
surface for control in two axes, as with a horizontal stabilizer deflected symmetrically for pitching and
differentially for rolling, priorities or combined limits must be set to assure safety (AIAA Paper 78-1500).
Other demands on the hydraulic system can reduce control capability at times. Aeroelasticity can reduce
control effectiveness directly, as well as alter the aircraft stability. For the F-16, full nose-down control put
in by stability augmentation has to be overridden in order to rock out of a locked-in deep stall. Also,
aerodynamics sometimes have to remind control analysts that control surfaces themselves stall at an
incidence somewhat less than 90 degrees; and if control is supplemented by thrust vectoring, for
example,
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one must consider the control force or moment available in normal operation, the effect on forward thrust,
and the possibility of flameout, as well as aerodynamic interference effects. All the possible interactions of
active control must be taken into account.
Encountering the wake vertex of another aircraft can be an extremely upsetting experience. These
encounters are not uncommon in practice or real air combat, and also may occur in the terminal area and
elsewhere; prediction is difficult. Other atmospheric disturbances can be severe, too: jet streams, storms,
wakes of buildings, etc., as well as gusts and wind shear.
The amount of control capability at extreme angles of attack, positive and negative, must be enough to
recover from situations that are not otherwise catastrophic. Avoidance of a locked-in deep stall has been
known to limit the allowable relaxation of static stability. Also, control must be sufficient to counter the
worst dynamic pitch-up tendency below stall or limit angle of attack. Propulsion and flight control system
failure transients must be considered, along with possibly degraded control authority and rate after failure:
spin/post-stall gyration susceptibility and characteristics may well be affected. Fuel system failure or
mismanagement must be allowed for.
The range of maneuvers considered should account for both the stress of combat and the range of
proficiency of service pilots. For example, in 1919 the British traced a number of losses of unstable
airplanes to control authority insufficient to complete a loop that had got flattened on top (ARC R&M No.
917). Thus nose-up capability at negative angles of attack can also be important. Poorly executed
maneuvers may make greater demands on the flight control system for departure prevention or recovery.
For CCVs as well as conventional aircraft, limiters can help greatly but their effectiveness and certainty of
operation need to be considered. Spins attained in the F-15 and F-16 attest to the possibility of defeating
limiters. AFWAL-TR-81-3116 describes the A-7 departure boundary's closing in with increasing sideslip
angle; angular rates also affect departure boundaries. Rapid rolling sometimes creates inertial coupling
which can put great demands on pitch control; nose-down pitching seems to accentuate the divergence
tendency.
External stores change both center of gravity and pitch moment (Cm0 and Cmα,). Experience with past
aircraft indicates a firm need to allow some margin to account for unforeseen store loadings. With relaxed
static stability this can determine not only the safety, but the possibility of flight with stores not considered
in the design process.
Uncertainties exist in the design stage. Nonlinear aerodynamics, particularly hard to predict even from
wind-tunnel tests, are almost certain to determine the critical conditions. The center of gravity (c.g.), too,
may not come out as desired. And in service the c.g. location is only known with limited accuracy. There
are also possible malfunctions and mismanagement in fuel usage to consider. We have even seen recent
cases (e.g., F-111 and F-16) of misleading wind-tunnel results on basic static stability. Aeroelasticity and
dynamic control effectiveness (e.g., F-15) can also reduce control margins.
Asymmetric loadings need to be considered. A critical case for the L-19 was the addition of a wire-laying
mission involving carriage of a large reel under one wing. Some aircraft - the F-15 is a recent example -
have been prone to develop significant fuel asymmetries due to prolonged, inadvertent small sideslipping
Dive pullouts (n > 1) will accentuate the effects of loading asymmetries. Some F-100s were lost from
asymmetric operation of leading-edge slats (nonpowered, aerodynamically operated on their own, without
pilot action), in dive-bombing pullouts.
Reconfigurable flight control systems add a new dimension to tracking and managing the available control
power.
The control margin requirements must be met with aerodynamic control power only, without the use of
other effectors such as thrust vectoring. This approach was chosen because experience to date with
current
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technology inlets and engines operating at the distortion levels typical of high angle of attack at low speed
dictates caution, due to the considerable uncertainty about reliability and dependability for use to stabilize
and control the vehicle. Throttle usage is also a factor. While this requirement does not preclude the
application of thrust vectoring for low-speed agility and super maneuverability performance
enhancements in the future, it does reinforce the position that current technology engines/inlets should
not be relied upon as the only means to assure flight safety, prevent loss of control or provide recovery
capability anywhere in the flight envelope. Should future technology advancements provide demonstrated
engine/inlet reliability at low speeds and high angles of attack, the procuring activity may allow this
requirement to be modified for multiple engine aircraft such that thrust vectoring from one engine out may
be used to meet it.
Ix − Iz I − Iz
∆δ = ⋅ p 2 ⋅ sin 2α , δ& = x ⋅ p ⋅ p& ⋅ sin 2α
2M δ I y MδIy
where p is the stability-axis roll rate (about the flight path). Figure 11 shows in concept the margins that
are needed: ∆δmarg is the sum of turbulence and sensor-noise components, ∆δtran provides the pitching
acceleration to meet the CAP requirement, and ∆δpr can cancel the inertial pitching moment from rolling.
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Unless deactivated whenever saturation is encountered, an integrator in the flight control system tends to
run away, leading to loss of control.
Similar considerations, also treated in AFWAL-TR-87-3018, apply to any basic airframe having static
directional instability.
VERIFICATION LESSONS LEARNED
While flight-test risk must be bounded, it is necessary to assure by some means that any dangerous
conditions are found and evaluated before service pilots and aircraft are lost through surprise encounters,
with no known avoidance or recovery technique. Flight experience can be summarized by Murphy's Law.
Therefore, it is better for highly skilled flight test pilots to find any serious glitches under controlled
conditions rather than to wait for some less experienced operational pilots to find them in service use.
During F/A-18 high α/stall testing, an α hang-up phenomenon was observed (at 50-60 deg α), which was
very similar to that described in 4.8.4.2.3 Lessons Learned with regard to the F-16 deep stall. At
operational aft c.g.s and high α, delayed recoveries were experienced in the F/A-18 due to weak nose-
down pitch restoring moments, even with full forward stick. Based upon F/A-18 test experience a pitch
restoring moment coefficient (Cm) of at least -0.2 should be available for the most longitudinally unstable
loading/aft c.g. combination expected to exist on Class IV aircraft. Analysis of F/A-18 test data from high
α post-stall gyrations shows that the α hang-up phenomenon was further aggravated by uncommanded
roll rate and yaw rate oscillations and resultant nose-up pitching moments. Flight test results indicate that
these oscillations could generate pitching moments equivalent to approximately +0.1 ∆Cm, which
significantly opposed natural aerodynamic pitch restoring moments. Occasionally, F/A-18 recoveries from
high AOA hang-ups were significantly delayed because of accompanying roll/yaw rate oscillations when
c.g./loading/AOA conditions caused Cm (full nose down control input) to be less than approximately -0.2.
This suggests that for Class IV aircraft, a pitch recovery criterion could be that the pitch recovery control
produce a net pitch restoring moment of not less than -0.1 (approximately 15-20 deg/sec2 at low
airspeed).
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U0 Mδ • 1 / Tθ 2
Flying Quality δ& FQ /nc = 57.3 CAP/(Mδ • Teff) for desired CAP
Stabilization δ& stab /nc < δ& FQ /nc if FCS stability margins OK & 1/Teff > ωc
δ& /nc function of 1/Teff, 1/Tsp , ωsp , ζ sp
stab 2 cl cl
Turbulence σ δ& /σw function of 1/Ta, ωspcl, ζ spcl, Mδ
- most severe at low q
- 3 σ δ& recommended for control margin
Sensor noise σ δ& /σs = Ks KF • fn(ωs, 1/Ta and, for low ωspcl: ωspol , ωspcl, ζ spcl)
2
ωsp
2
ol
is the 2-deg-of-freedom product of the poles, 1/sec2
ωspcl and ζ spcl are the closed-loop frequency and damping ratio of the short-period mode
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VERIFICATION GUIDANCE
For the B-1 case cited, high dynamic pressure was critical. Other aerodynamic and inertial coupling is
often critical at high angle of attack, low dynamic pressure.
VERIFICATION LESSONS LEARNED
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4.1.12.6 Damping.
All control system oscillations apparent to the pilot shall be well damped, unless they are of such an
amplitude, frequency and phasing that they do not result in objectionable oscillations of the cockpit
controls or the airframe on the ground, during flight and in atmospheric disturbances.
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use and compatible with pilot force and motion capabilities. Transients encountered with engagement of
these modes shall meet the requirements of 4.1.12.7, 4.2.6.2, and 4.6.5.3. Functions should be provided
in the control system that would only allow this mode to be engaged within its design flight regime or
maneuvers. When used either by themselves or in combination with other control modes, flight safety and
mission effectiveness shall not be degraded. These systems shall not defeat limiters that are necessary
for stable and controlled flight, or for structural considerations.
REQUIREMENT RATIONALE (4.1.12.4 through 4.1.12.1 1)
This group of flying qualities requirements pertaining directly to the flight control system applies generally,
to all axes of control and response. The requirement on direct force controllers is written to ensure that
operation of the controllers is simple and straightforward. When implementing these controllers it must be
assumed that the pilot may elect to engage the device in the middle of a maneuver, or in conjunction with
another mode.
REQUIREMENT GUIDANCE
Related MIL-F-8785C paragraphs are 3.5.2.3, 3.5.3, 3.5.3.1, 3.5.6, 3.5.5, 3.4.9, 3.5.4, and 3.6.4.
These generally qualitative requirements, like the others in 4.1.13, result from experience. Compliance
with qualitative requirements is to be assessed according to 4.1.9.
Atmospheric disturbances in the form of gusts should not prevent any maneuvering in the Operational
Flight Envelope. This means that no limitations should be imposed due solely to control travel. Since
ability to counter gusts includes surface rate characteristics, these too are mentioned explicitly. While
specific disturbances are listed, the evaluation remains somewhat qualitative. The control required for
attitude regulation is in addition to that required for trim and maneuvering.
Auxiliary hydraulic devices may use up significant portions of the available hydraulic power during critical
phases of the mission. For example, actuation of landing gear, flaps, slats, etc., during the landing
approach when the engines are operating at relatively low power settings could drain enough hydraulic
power to make it difficult for the pilot to make a safe approach, especially in turbulence. In other flight
conditions with less auxiliary demand or higher engine thrust, that same hydraulic system might be more
than adequate. Also, at high dynamic pressure high hinge moments may limit control-surface rate and
deflection.
In precision control tasks such as landing approach and formation flying it has been observed that the
pilot sometimes resorts to elevator stick pumping to achieve better precision (see AFFDL-TR-65-198,
AFFDL-TR-66-2, and Boeing Report D6-10732 T/N). This technique is likely to be used when the short-
period frequency is less than the minimum specified or if the phugoid is unstable, but has been observed
in other conditions also. Some important maneuvers, such as correcting an offset on final approach, call
for simultaneous, coordinated use of several controls.
In the Navy's experience the control surface lag requirements, which are not explicitly covered by the
flight control system specification, provide additional guidance concerning the portion of the time delay
which may be attributed to control surface lag. Such time delay can be an important source of pilot-
induced oscillation tendencies.
4.1.12.5, if quantitative limits are desired on control surface lag, the limits from table XI are
recommended. While pilots do not normally observe surface motion due to stability augmentation, the
time delay between pilot input and surface movement (here expressed as a phase delay) can be
disconcerting--see 4.2 2 guidance.
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Level Category A & C Category B Flight Pitch the large of equivalent ωsp
Flight Phases Phases and 2.0
1 15 30
2 30 45 Roll & the largest of equivalent
3 60 60 Yaw ωd 1/TR and 2.0
The required operational maneuvers are commensurate with the particular level of flying qualities under
consideration. The maneuvers required in Level 3 operation, for example, will normally be less precise
and more gradual than for Level 1 and 2 operation. In some cases this may result in lower demands on
control authority and rates for Level 3 operation. Note, however, that when the handling characteristics of
the aircraft are near the Level 3 limits, increased control activity may occur, even though the maneuvers
are more gradual.
Another requirement on control-surface rate capability, more explicit although still qualitative, is 4.1.11 5.
Whereas that requirement concerns loss of control, 4.1.12.4 applies more generally.
“Dangerous flying qualities" need to be interpreted in a rational manner, so that it applies to feasible
design options. We cannot take all the danger out of flying or anything else.
The demands of various performance requirements and the rapid advancement of control system
technology have resulted in the application of relaxed static stability in both the pitch and yaw axes.
These systems provide excellent flying qualities until the limits of surface deflection or rate are reached.
In this case, the degradation in flying qualities is rapid and can result in loss of control due to pilot-induced
oscillations or divergence. It has been found, however, that momentarily reaching the rate of deflection
limit does not always result in loss of control; the time interval that a surface can remain on its rate or
deflection limit depends on the dynamic pressure, the level of instability of the vehicle, and other factors.
A thorough analysis of the capability of the augmentation system should be performed over the
Permissible Envelope and should include variations in predicted aerodynamic terms, e.g. position and
system tolerance. During flight at high angle of attack, operation of augmentation systems has caused
departure, either because the aerodynamic characteristics of the surface have changed or the surface
has reached its limit. During departures or spins, engines may flame out or have to be throttled back, or
shut down such that limited hydraulic or electrical power is available to control the gyrations, recover to
controlled flight, and restart the engine(s). The analysis of flying qualities should take into account these
degraded system capabilities.
If loss of control or structural damage could occur, an inhibit should be incorporated in the system such
that it cannot be engaged, or if it is already engaged, then other modes with which it is not compatible
cannot be engaged. Furthermore, operation of these devices should not be capable of defeating angle-of-
attack limiters, sideslip limiters, or load factor limiters that are built into the basic flight control system to
provide stable and controlled flight.
REQUIREMENT LESSONS LEARNED
Following some failures, a pilot's lack of adaptation, or inappropriate adaptation, can result in a
pilot/airframe closed-loop instability, even if the aircraft itself remains stable. Examples are the B-58 yaw
damper and NASA-TN-D-1552.
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The required failure indications depend on operational rules. Consistent maintenance and checkout
capability and rules are needed.
On the X-29, SCAS gains were originally a function of air data from the side-mounted probe. Large
position error transonically gave erroneous gains which lowered the system's phase margin.
In certain flight conditions, turbulence intensities and failure states, performance or augmentation systems
can actually degrade the flying qualities. The purpose of this requirement is to ensure that this effect is
analyzed and minimized. Compliance with this paragraph is especially important to vehicles employing
relaxed static stability.
5.1.12.6 Damping-verification.
Verification shall be by analysis and flight test.
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A modicum of common sense is required in the application of this requirement. The specific intensities of
atmospheric disturbance to be applied are not specified. Yet section 4.9 contains turbulence up to the
thunderstorm level. We do not normally require operational maneuvering in thunderstorm turbulence. It
would seem reasonable to require operational maneuvering in turbulence intensities up to Moderate. For
turbulence intensities greater than Moderate it seems reasonable to require sufficient maneuver capability
for loose attitude control.
VERIFICATION LESSONS LEARNED
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It may be difficult to find a trim rate which will be good for all loadings, in all mission phases. Slow trim
rates will not keep up with rapidly changing flight conditions, and so will fatigue the pilot. Too rapid trim
rates give oversensitivity, make trim difficult and accentuate the effect of any runaway trim. 4.2.8.6.3 sets
specific limits on forces in dives and during rapid speed changes, while trimming to decrease the forces.
While the requirement on stalling of trim systems applies generally, the problem has been encountered
with pitch trim by adjusting incidence of the horizontal stabilizer. First, some of the available elevator
capability goes to oppose the mistrimmed stabilizer and less is left to counter any adverse gust-induced
pitching motions. Second, elevator forces will be increased and may complicate recovery from a high-
speed dive. Third, and perhaps most significant, whenever the elevator opposes the stabilizer, the
aerodynamic hinge moment on the stabilizer may reach a level that is impossible for the trim actuator to
overcome. See, for example, AIAA Paper 64-353.
If, for example, nose-down trim is used to counter the aircraft's pitch-up response to a vertical downdraft,
the aircraft will pitch down more sharply when the draft reverses in direction. Elevator will be used to
counter the pitch-down motion, and the resulting aerodynamic load may be sufficient to stall the stabilizer
actuator when nose-up retrim is attempted. As speed increases, the adverse effects increase, and the
elevator may have insufficient effectiveness to counter the nose-down forces of the draft and the
mistrimmed stabilizer. It is obvious that tuck effects may also complicate the picture, and it is significant
that tuck effects cannot be countered by a Mach trim system that is unable to move the stabilizer.
In addition to requirements on the trim system, in 4.1.13.4 are limits on transients and control force
changes due to operation of other controls. Besides the pitch trim change requirements of 4.2.5, we
stipulate that no other control actions should add significantly to pilot workload.
REQUIREMENT LESSONS LEARNED
A Boeing 720B airliner encountered stalling of the pitch trim actuator during a turbulence upset over
O'Neill, Nebraska, on 12 July 1963 (NASA CR-2677). The aircraft was passing through 39,000 ft in a
climb to 41,000 ft in IMC when severe turbulence was encountered. A large downdraft was penetrated
and the aircraft pitch attitude increased to +60 deg. This occurred despite application of full forward stick.
The gust then reversed to a large updraft, putting the aircraft into a severe dive with an estimated flight
path angle of about -35 deg. The pitch trim control was reported by the crew to be frozen in the dive.
Recovery was made with power (pullout at 14,000 ft) and pitch trim control was restored.
Two other turbulence upsets occurred with commercial jet transports (another Boeing 720B and a DC-8),
in which the wreckage of both aircraft showed the trim actuator in the full nose-down position. The
frequency of such turbulence upset accidents has been reduced drastically in recent years by pilot
training to fly loose attitude control and to essentially ignore large airspeed excursions in severe
turbulence. However, the possibility of entering a dive with full nose-down mistrim should be considered
in the design process.
KC-135, B-57 and other aircraft have been lost due to runaway trim, so that now elaborate precautions
are commonly taken to preclude dangerous trim runaway, trim and control use of the same surface, or
trimming by adjusting the null position of the feel spring through a limited range. Civil airworthiness
regulations have long required ability to continue flight and land safely with maximum adverse trim.
Autotrim can be insidious. Several B-58s are thought to have been lost because the pitch autotrim would
allow approach to stall angle of attack with no indication whatsoever to the pilot until very close to stall.
Attitude-hold stabilization has a similar effect with the pilot's hand lightly on the control. Pitch autotrim
does not promote holding airspeed, and a number of trim and stabilization mechanizations need the
addition of some form of stall and overspeed limiters.
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170
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APPENDIX A
θ
or
θ
=
( ) (s + 1 T ) e
K θ s + 1 Tθ1 θ2
− τ es
δ es Fes [s + 2ζ ω s + ω ] [s + 2ζ ω s + ω ]
2
p p
2
p
2
sp sp
2
sp
is matched to the actual frequency response to determine best-fit values of the equivalent-system
parameters. The Level 3 requirement, stated in terms of time to double amplitude, is to be checked
directly from the time response of the actual aircraft, for both nose-up and nose-down control impulses. In
practice this matching should seldom be necessary: either a single lightly-damped mode will stand out at
low frequency or no more than a glance will be needed to see that the requirement has been more than
met. In unaugmented aircraft the phugoid is the lightly damped oscillation at which this requirement is
aimed. If stability augmentation suppresses the phugoid, the requirement obviously has been met and
exceeded; then the only concern will be that the augmentation has not introduced other difficulties.
We might consider an additional Level 3 requirement, to cover the case of two unstable phugoid roots,
which has been encountered. Such a limit is probably a good idea, but data are insufficient to establish a
firm value.
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APPENDIX A
Two other factors have been observed to alter this mode: thrust offset and compressibility; a stability
derivative Mu can result from vertical placement of the thrust line relative to the center of mass; too much
Mu of either sign can be destabilizing and cause increased trim changes and gust response. The
transonic trim change or tuck tendency is restricted in 4.4.1.1. Supersonically the common, slight long-
term instability from lift-curve slope decrease with increasing Mach number has not generally been a
noticeable flying qualities problem. However, at Mach 3 the XB-70 experienced a troublesome sensitivity
of flight path to pitch attitude, a different but perhaps related problem.
Simple approximations for classical phugoid frequency and damping (valid only at subsonic speeds, see
AFFDL-TR-65-218) involve only airspeed, L/D and the static and maneuver margins (Etkin, "Dynamics of
Atmospheric Flight"):
− C mα C N α
2 2 2
g
= 2 g
g hn
ω 2
p =& 2 =& 2
V N m − c.g. V hm V
gC
2ζ p ω p =& 2 D
V CL
in an exchange of kinetic and potential energy at constant angle of attack. Combinations of stability
augmentation, center-of-gravity variation with loading, thrust, and compressibility can cause an unstable
phugoid oscillation, its decomposition into two aperiodic roots (with a possible divergence) or a
restructuring which involves the short-period roots as well.
Although AFWAL-TR-83-3015 indicates a damping ratio somewhat less than 0.04 to be satisfactory for
the L-1011 transport, we have chosen to recommend the MIL-F-8785B/C values on the bases that (a)
they are derived from systematic flight evaluations and (b) with relaxed static stability seeming to become
the norm, stability augmentation should not frequently be required only in order to meet the phugoid
requirement. When employed, the augmentation should improve rather than degrade the long-term
response.
Note that for the entire data base, all other aircraft response modes are stable. Although little data exists
on multiple Level 3 flying qualities, some such combinations can be unflyable.
REQUIREMENT LESSONS LEARNED
While stability augmentation can easily improve the phugoid damping, the reverse has also been
observed AFWAL-TR-81-3118 reports simulation of two stability augmentation schemes for a basically
unstable airframe. Pitch rate feedback with forward-loop integration eliminated the phugoid mode. Angle-
of-attack feedback, however, at high gain actually reduced phugoid damping. Evidently the small angle-
of-attack contribution had improved the damping, so reducing the excursions affected it adversely.
Pitch attitude stabilization, or integration of pitch rate feedback, improves the phugoid damping but, at
least for high gain, restricts the maximum steady normal acceleration and makes dδ/dV, the static stability
indicator, zero. Even for terminal flight phases, where required maneuverability is not great, some
adjustments are helpful. Several investigators have found that pilots appreciate the further addition of a
turn coordination feature that eliminates the steady control force in coordinated turns, thus removing an
undesirable feature of such augmentation, the need to push forward to recover. Similarly, Calspan
(NASA-CR-172491) has found it beneficial to insert a 0.2 r/s washout so that the nose drops normally, as
speed bleeds off in a flare or landing. Without the washout, a nose-down correction to lose altitude
requires pushing on the stick--an unnatural action which pilots are reluctant to do near the ground, at
least until the learn the technique well. However, that same washout, it was found, would saturate the
Shuttle cockpit controller when the pilot pushes over to capture the glide slope.
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MIL-STD-1797A
APPENDIX A
Also, since the effectiveness of attitude or integrated angular rate stabilization depends upon the lift-curve
slope (stabilization drives a transfer function's poles toward its zeros, and the zero at -1/Tθ1, generally
changes sign as stall is approached), angle-of-attack limiting or inhibition may be necessary
(WADC-TR-58-82) with pitch feedback:
Z M
1− δ u
1 Z X M δZu
=& − X u + u u
Tθ1 Zw Zδ M w
1−
MδZw
T V ∂ (T W )
W − 2 cos(α + i t ) − γ
∂u
2g C 1 − T sin (α + i ) − C
=& D α C L1
− sin(α + i t ) T − V ∂ (T W )
L1 Z CL
V W
t
+ 1 + T δ
CL Cm c C W 2 ∂u
C N α 1 − δ α
Mδ
Cm CN
δ α
2g CD 1 ∂C D
=& 0 + CL −
CL
α ∂C L
2
V C L
the latter approximation holding for CLα, >> CD, parabolic drag (where CDo, is the zero-lift drag) and
neglecting thrust effects and CLδ. Note that in terms of the low-frequency path zero, from Aircraft
Dynamics and Automatic Control:
1 1 g Z u 1 − (Z δ M δ ) (M u Z u )
=& −
Th1 Tθ1 V Z w 1 − (Z δ M δ ) (M w Z w )
so that generally 1/Tθ1 approaches zero at some angle of attack above that for zero 1/Th1, or dγ/dV. These
transfer-function numerator approximations apply only to cases of stabilization and control through the
same moment effector.
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APPENDIX A
VERIFICATION GUIDANCE
Some mechanizations of stability augmentation may greatly enhance phugoid damping, but at the same
time alter some steady-state flight characteristics: for example, holding a new pitch attitude after removal
of a pilot command. Test pilots will need to evaluate any unusual characteristics qualitatively (Supersonic
Transport Aeroplane Flying Qualities).
VERIFICATION LESSONS LEARNED
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APPENDIX A
Various forms of Bihrle's Control Anticipation Parameter (CAP) relating initial pitching
acceleration to steady-state normal acceleration have been tendered
Tolerable values of effective time delay need to be pinned down more fully
Task dependence needs to be explored more fully
There are those who prefer, or insist upon, a time-domain form of criteria. (In the world of linear
systems a duality exists between time and frequency responses, so the question becomes just
what details the requirements should emphasize.)
We feel that the ζsp, ωsp, n/α form of MIL-F-8785B/C not only fits the data but has demonstrated its
effectiveness for a number of highly augmented aircraft as well as for classical response. That, then, is
the approach normally to be preferred. Also, presented herein are statements in terms of equivalent ωsp
Tθ2 instead of ωsp /(n/α). A time-domain alternative, based on second-order response but usable directly
2
with some higher-order responses, is also given. For cases with no good equivalent system match,
frequency-response criteria involving Nichols charts or the bandwidth of the actual higher-order system
are presented. We hope that current research will clarify the outstanding issues.
OUTLINE OF 4.2.1.2 GUIDANCE
In the meantime we present a preferred form (CAP) followed by alternatives:
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MIL-STD-1797A
APPENDIX A
We strongly suggest using several or all of these criteria in an aircraft design, although that probably
would not be practical in a specification.
The large amount of this guidance reflects the importance of short-term pitch response, the high attention
it has been given, and the great need for further study to derive a clear-cut, generally applicable set of
requirements.
Equivalent systems and their determination are discussed under the recommended form of short-term
requirement, A. CAP…, followed by various different interpretations of CAP, possible modifications, and
for Level 3 the allowance of a slight instability. Supporting data for CAP are deferred to B, ωsp Tθ2, since
the same data and similar interpretations are involved. The discussion groups the Level 1 and Level 2
supporting data for conventional aircraft by Flight Phase Category, according to the flight tasks which
were rated. For each Flight Phase, first ωsp /(n/α) and then ωsp Tθ2 is treated. The data base (Neal-Smith
2
and LAHOS) is discussed describing complications due to stability and control augmentation. The Level 3
requirements, repeated under each heading A - F, are based on other considerations, as discussed at the
end of Section A. Supporting data for Level 3 are presented at the end of Section B, under "Equivalent
System Data.”
Several other approaches are then given and discussed: Hoh's bandwidth criteria, Chalk's time-response
parameters, the Neal-Smith closed-loop criteria and Gibson's combination of time- and frequency-
response rules. These criteria should be useful as additional design guidance, or one or more of them
can be used when the recommended form does not work. Supporting data are given for each form.
While normally force is considered the primary cue of pilot feel, both control force and control position are
significant. With a deflection control system, force feel will lag deflection because of the finite bandwidth
of the feel system. Where a pilot-force pickoff (say, a strain gauge) is used, any significant deflection of
the pilot control is effected through a follow-up. It has been found that a displacement controller should
not be penalized unduly for the feel-system lag, since pilots sense both stick input and stick output and
can compensate. The response requirements are to be applied to pilot control inputs accordingly.
q (s )
=
(
) (s + 1 T ) e
K θ s s + 1 Tθ1 θ2
− τes
δ es or Fes (s) [s + 2ζ ω s + ω ] [s + 2ζ ω s + ω ]
2
p p
2
p
2
sp sp
2
sp
n ′ (s ) K s (s + 1 T ) e n h1
− τns
z
=
δ es or F (s) [s + 2ζ ω s + ω ] [s + 2ζ ω s + ω ]
es
2
p p
2
p
2
sp sp
2
sp
simultaneously shall be fit to the corresponding actual response of the aircraft over a frequency range of
0.1 to 10 radians per second. The parameter n ′z is normal acceleration at the instantaneous center of
176
MIL-STD-1797A
APPENDIX A
rotation for pilot pitch control inputs. Corresponding matches shall be made for pilot control-deflection
inputs. The requirements apply to the equivalent-system parameters determined from the best match for
force inputs, and also for deflection inputs; the procuring activity will be the judge of the adequacy of the
matches. The parameter CAP is to be estimated from the equivalent-system parameters l/Tθ2 and ωsp
[in ft − lb − rad − sec units; n α =& ( V g) (1 Tθ2 )] or alternatively
(
CAP = ω2sp q& maxHOS ) [(n α ) (q& maxLOES )]
where HOS refers to the actual higher-order system and LOES refers to the equivalent lower-order
system; q& max is the peak value of pitching acceleration for a step input of pilot force or deflection.
In addition to the requirements of figure 13, for Category C Flight Phases, ωsp and n/α shall be at least:
For Level 3, T2, the time to double amplitude based on the value of the unstable root, shall be no less
than 6 seconds. In the presence of any other Level 3 flying qualities, ωsp shall be at least 0.05 unless flight
safety is otherwise demonstrated to the satisfaction of the procuring activity. T2 applies to the value of an
unstable first-order root: T2 = -( l n 2)/λ where λ is the value of the unstable root.
Requirements on the equivalent pitch time delay, τθ , apply to the value for θ(s)/δes(s) for a deflection
control system (pilot controller deflection commands the control effectors) and to θ(s)/Fes(s) for a force
control system (pilot controller force commands the control effectors):
LEVEL ALLOWABLE TIME DELAY
1 0.10 sec
2 0.20
3 0.25
In the event that an adequate match cannot be found, the contractor with the concurrence of the
procuring activity, shall substitute an alternative requirement.
177
MIL-STD-1797A
APPENDIX A
178
MIL-STD-1797A
APPENDIX A
θ(s) (
M δ 1 Tθ1 ) (1 Tθ2 ) e −τθ s
=
δ(s) [ζ p ; ωp ] [ζ sp ; ωsp ]
This expression is a linearized, reduced-order model of the actual aircraft response. In most cases the
phugoid and short period modes are sufficiently separated that further order reduction is possible as
follows:
(
M δ Z w 1 Tθ1 ) ( )
M δ 1 Tθ2 e − τθs
[
M α ζ p ; ωp ] and
[ ]
s ζ sp ; ω sp
1
In this shorthand notation (1/T) represents (s + 1/T) and [ζ; ω] represents [s2 + 2ζωs + ω2]
179
MIL-STD-1797A
APPENDIX A
While no specific guidance on the lower frequency bound of the matching region is offered, the phugoid
and short period are generally separated by at least a factor of 10, which should be adequate to consider
them separately. The assumption of widely separated phugoid and short period modes breaks down at
low values of static stability (i.e.,Mα = 0) such as for conventional aircraft with extreme aft center of gravity
locations and on most STOL configurations. (Transonic tuck occurs when a nose-down pitching moment
with increasing Mach number causes the phugoid poles to split into two real roots, which may become
large. That is a separate issue, covered in 4.4.1.1.) In this region of near-neutral stability, pilot ratings
seem to be insensitive to the exact root locations and are Level 2 as long as damping is sufficient
(AFWAL-TR-82-3014, AFFDL-TR-72-143, etc.). In that case Schuler's criteria (AFWAL-TR-82-3014) are
the best available, though they are not given here because they are not based on flight experience. A key
issue during the development of the lower-order equivalent system (LOES) approach was whether to fix
or free 1/Tθ2 during the fitting process. When 1/Tθ2 is allowed to be free it can take on very large (or small)
values. If its physical significance were related purely to attitude control, it would be appropriate to utilize
the freed value when making comparisons with the criterion boundaries. However, considerable evidence
indicates that the role of 1/Tθ2 in the correlations of classical aircraft is more related to the lag from the
response in attitude to the response in path:
γ( s ) NFγ ∆ 1
= es =&
θ(s) NFθ ∆ Tθ2 s + 1
es
Then the ωsp /(n/α) boundaries would be interpreted as a specification on path as well as attitude control.
2
The appropriate value of n/α to plot on the criterion would therefore be the fixed (real) one: with a single
control surface (e.g., no DLC), simple block-diagram algebra shows that no augmentation can change tile
dynamic relationship of pitch to heave motion.
An example of the differences with 1/Tθ2 fixed and free is seen in table XII (taken from MDC Rpt A6792
fits of the AFFDL-TR-70-74 data). It can be seen that substantial differences in all the effective
parameters exist between the 1/Tθ2 -fixed and -free fits. Hence the dilemma is not a trivial one.
TABLE XII. Examples of variations in LOES parameters with 1/Tθ2 fixed and free.
CONFIGU- 1/Te ωe ζe τe
RATION FIXED FREE FIXED FREE FIXED FREE FIXED FREE
1A 1.25 0.43 3.14 2.54 0.39 0.65 0 0.020
1G 1.25 176. 0.78 1.55 0.74 1.07 0.185 0.043
2H 1.25 4.08 2.55 3.80 0.80 0.52 0.126 0.098
4D 1.25 5.25 3.47 4.61 0.58 0.23 0.169 0.111
In general, the lower-order approximation will always retain the proper relationship between attitude and
flight path if the pitch-rate and normal-acceleration transfer functions are matched simultaneously.
Although the importance of pilot location to the assessment of flying qualities has been demonstrated
(e.g., AFWAL-TR-81-3118), at present our understanding is insufficient to account for it. Therefore in
order to
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MIL-STD-1797A
APPENDIX A
avoid the introduction of more extraneous parameters we use n′z , the normal acceleration at the
instantaneous center of rotation (at xcr = Zδ/Mδ the initial nz response to a step control surface input is
zero. It is assumed that measurements of θ and n′z are in level, symmetrical flight, so that θ & = q).
Conventional subscripts on the equivalent dynamics are retained for consistency; equivalent is implicit.
Normally, for short-term pitch control the numerator of the normal-acceleration transfer function has two
high-frequency factors which can be either complex or real, depending upon the point chosen along the
body: az = &z& - Ix &θ& . A point can be found (the instantaneous center of rotation) at which the two factors
are extremely high frequency and so can be ignored, leaving the az /δes numerator a constant (in 2
degrees of freedom) for most aircraft. The technique of simultaneously matching pitch and center-of-
rotation load-factor responses is based on this supposition. [Actually the classical nz response at the
instantaneous center of rotation is only approximated with this simplified numerator; the generally small
difference is taken up in the time delay, τn, which is not forced to equal τθ.] It guarantees the same
frequency and damping ratio in both responses, as well as a dynamic relation of flight path to pitch rate
conforming to kinematic and physical principles, without introducing unnecessary new parameters.
Allowing τn to be free should partially account for the neglected zeros and any other differences.
However, we have come across two exceptions to the validity of this constant-numerator approximation
for the short-term nz response. Poles and zeros added by the stability and control augmentation may
cancel in some transfer functions but not others. Also, multiple surfaces may not all have the same
dynamics -- for example a washed-out direct-lift nap tied to the pitch controller. For these cases we
recommend using an equivalent (n/α)e obtained from the equivalent Tθ2:
(n α )e = (V g) (1 Tθ2 )e
and using good judgment in assessing the validity of the match. Direct-lift control effects on flying qualities
are treated further in 4.3, to the extent that present knowledge will permit.
This usage is the result of lengthy discussions about the significance of 1/Tθ2 . Proponents of holding
1/Tθ2 fixed argued that n/α in the specification is centered about path control. Holding 1/Tθ2 fixed at the
value determined from the lift curve slope, on the other hand, preserves the known path to attitude
relationship given above. Free 1/Tθ2 tends to gallop to large values for aircraft with known deficiencies,
thereby, revealing the existence of a problem. For example, a current high-performance fighter is known
to be rated excessively sluggish (Level 2) in the power approach flight condition. Figure 14 shows the
characteristics with 1/Tθ2 fixed and free. For 1/Tθ2 fixed, the sluggish response is manifested as excessive
effective time delay (0.15 sec) whereas for 1/Tθ2 free the deficiency is manifested as an n/α which falls on
the lower specification boundary. Finally, utilizing the 1/ Tθ2 -free fit to ωsp but plotting the fixed value of
n/α actually predicts an airplane with excessive abruptness (plots above the upper limit in figure 14). In
this case, as in most such instances, either method predicts the same Level of flying qualities but
manifests the causes very differently.
It should be noted that a perfect fit using both the attitude and flight path transfer functions will always (for
a single pitch control surface) yield the fixed value of 1/Tθ2. However, if there are lags, such as from a
stick prefilter, introduced at frequencies in the middle of the fitting region, the fit may be marginal:
whereas the lower-order equivalent system (LOES) of the θ/Fes transfer function is of first over second
order, with a first-order low-pass prefilter a good-fitting lower-order system turns out of form a first- over
third-order transfer function.
181
MIL-STD-1797A
APPENDIX A
FIGURE 14. Effect of fitting with 1/ Tθ2 fixed and free, Category C requirements.
182
MIL-STD-1797A
APPENDIX A
The problem can be approached in two ways: 1) we can ignore the mismatch and use the LOES model;
or 2) we can utilize LOES modes more appropriate to the controlled element rather than being
constrained to a first- over second- order. The problems with the second alternative are that our data
base is for classical unaugmented airplanes, and that the requirements would vary with mechanization of
the flight control system -- a concept we prefer to avoid. The consequence of the first alternative is that
the fitting routine could come up with parameter values which are not physically meaningful. The
consensus was to accept the mismatch (Alternative No. 1), rather than attempt to expand the criterion.
DETERMINATION OF EQUIVALENT SYSTEMS; MISMATCH
The equivalent lower-order parameters for this section may be obtained by any means mutually
agreeable to the procuring agency and contractor. The equivalent system matching routine outlined in
Appendix A is provided as guidance to indicate the expected level of rigor in the matching procedure. The
representation specified in the requirement is not intended to require complex denominator roots, i.e. the
denominator may have two first-order roots rather than an oscillatory pair. In this case the short-period
roots are, with ζsp > 1:
1/T1 , 1/T2 = ζω ± ω ζ − 1
2
The parameters of the specified equations should be obtained by matching the high-order pitch response
and the normal load factor response from ω1 to ω2 with the frequencies defined as follows:
ω1 Normally 0.1 rad/sec but > ωp
ω2 Normally 10 rad/sec, but > the resulting equivalent ωsp and 1/Tθ2
Thus iteration may be necessary in uncommon cases. The purpose is to assure that the dynamics of the
equivalent airframe are adequately defined, without requiring unusually low- or high-frequency end points
in the match. Pilot control inputs up to 20 r/s have been observed, but the cutoff frequency for effective
piloted control of highly maneuverable aircraft seems to be slightly less than 10 r/s.
There is currently insufficient data to place definitive requirements on mismatch between the HOS and
LOES. It should be noted, however, that the question of mismatch is inherent in any n-dimensional
specification of an m-dimensional response, when n < m (Hodgkinson in AGARD-CP-333). For equal
weighting at all frequencies, mismatch is defined as:
M = Σ (∆G)2 + KΣ (∆φ)2
= Σ(GHOS - GLOES)2 + KΣ(φHOS - φLOES )2
where G is the amplitude in dB and φ is the phase in radians. ∆G and ∆φ are calculated at discrete
frequencies between ω1 and ω2 evenly spaced on a logarithmic scale and may be compared with the
envelopes in figure 15. The significance of a given frequency can be judged by the latitude of match
allowed.
A brief NT-33 landing approach simulation tackled the question of mismatch (AIAA Paper 79-1783 and
AFWAL-TR-81-3116). High-order systems and simulations of their low-order equivalents were flown. The
experiment indicated that very large mismatches proved unnoticeable to pilots (a sum-of-squares
mismatch around 200 in the frequency range of 0.1 < w < 10 rad/sec compared to the previous arbitrary
limit of 10).
MDC Rpt A6792 offers a theory to explain the adequacy of such large mismatches. By examining pilot
rating differences between pairs of configurations in previous NT-33 data (AFFDL-TR-78-122 and
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MIL-STD-1797A
APPENDIX A
AFFDL-TR-70-74), frequency response envelopes were derived. Each pair of configurations consisted of
an unaugmented, low-order aircraft response and a high-order system formed by adding terms to the low-
order response; figure 15 shows the envelopes that were derived. Some rough guidance is available from
these envelopes, which are an approximate measure of maximum unnoticeable added dynamics.2
As would be expected, the pilots were most sensitive to changes in the dynamics in the region of
crossover (1 - 4 rad/sec). Mismatches between the HOS and LOES in excess of the values shown in the
figure 15 envelopes would be cause to suspect that the equivalent parameters may not accurately predict
pilot opinion. In such cases it is recommended that criteria applicable directly to the actual system, such
as some of those in following section of this guidance, be used in place of the equivalent system form.
Additional comments on the use of equivalent systems may be found in AGARD-CP-260 and "Low-Order
Approaches to High-Order Systems: Problems and Promises". The influence of mid-frequency added
dynamics on LOES was discussed in “Low-Order Approaches to High-Order Systems: Problems and
Promises", where it was shown that a series of (possibly unrealistic) lead/lag combinations evaluated in
the Neal-Smith inflight simulation (AFFDL-TR-70-74) produce LOES parameters which are not
necessarily equivalent to their classical counterparts. Of the ten configurations with added lead/lag
dynamics, only five are predicted accurately. For the five that failed, the equivalent dynamics (ζe, ωe, τe)
were predicted to have Level 1 flying qualities but were rated Level 2 by the pilots. Table XIII lists the
dynamics of the HOS and LOES for these configurations. With the exception of Configuration 1C, all have
ζe < 0.5 (though still greater than 0.35). Three have τe = 0. All but 1C have a first-order lag near the short-
period frequency; 1C has a first-order lead near ωsp.
2
The basic aircraft dynamics were modified via equalization networks. Modifications that resulted in 1
pilot rating change were defined as maximum unnoticeable added dynamics.
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MIL-STD-1797A
APPENDIX A
185
MIL-STD-1797A
APPENDIX A
TABLE XIII. Lead/lag configurations with Level 1 LOES and Level 2 pilot ratings.
CONF HOS LOES RATING
1/Tθ2 ζsp ωsp 1/T1 1/T2 ω3 ζe ωe τe PILOT
M W
1A 1.25 0.69 2.2 0.5 2.0 63 0.39 3.14 0 6,4 5
1C 1.25 0.69 2.2 2.0 5.0 16 0.67 3.02 .079 3,5,5 4
2A 1.25 0.70 4.9 2.0 5.0 63 0.46 5.96 0 4.5 4
2B 1.25 0.70 4.9 2.0 5.0 16 0.42 5.67 .059 6,6 4,5
7A 2.5 0.79 7.3 3.3 8.0 63 0.44 8.23 0 4,5 2
NOTES: 1. HOS from Neal-Smith (AFFDL-TR-70-74); LOES from MCAIR (MDC Rpt A6792)
2. Equivalent dynamics are Level 1 on MIL-F-8785C limits.
3. T1 is an added lead; T2 a lag; 3 an actuator.
Figures 16 and 17 show the effects of the added lead/lag combinations on these configurations. The net
effect is an apparent hump around ωsp characterized in the LOES match by a low equivalent damping
ratio (table XIII). The lower-order form has no other way to match a hump in the amplitude plot. Similar
effects are seen in the phase angle, figure 17: the humps appear as phase lead (since, for the basic
configurations, τe = 0). In fact, figure 17 shows that an LOES match over the frequency range of 0.1- 10
rad/sec would produce -τe < 0 (if negative time delays were allowed) for Configurations 1A, 2A, and 7A.
The small positive τe for Configurations 1C and 2B results from the relatively low frequency of the second-
order lag (ω3) for these cases, 16 rad/sec as opposed to 63 rad/sec.
There are two potential methods for dealing with lead/lag systems like those of table XIII; unfortunately,
neither is physically very appealing. And in each, there is an underlying question as to the universality of
the equivalent systems approach.
a. Redefine Limits on ζe
If ζemin for Level 1 were increased from 0.35 to 0.50, four configurations in table XIII would fit the
requirements (ignoring Configuration 1C, for which none of this discussion is applicable). But restricting
unaugmented vehicles as well is not appealing since lower ζsp is very well supported by flight test data for
classical aircraft. The alternative to specify two sets of requirements -- one for unaugmented aircraft and
another for augmented aircraft, is especially unattractive, since this is tacit admission that equivalent
systems is a misnomer. Additionally, it presents the problem of defining the specific level of augmentation
at which the requirements would change over. For example should addition of a simple high-frequency
stick filter (whose only major effect is to increase τe, figure 18) change the requirement? In fact, the
problem with Configurations 1A, 2A, 2B, and 7A is directly traceable from pilot commentary to
overabruptness and apparently has nothing to do with damping ratio at all. In figure 16, the high gain at
high frequency would indeed be expected to lead to an abrupt response. If for some unforeseen reason a
flight control system designer would ever suggest equalization that would produce such humps in the
frequency response, use of a frequency-response criterion is suggested. Four of the five configurations of
table XIII fit the bandwidth requirement (see figure 64).
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APPENDIX A
FIGURE 16. Comparison of Bode amplitude FIGURE 17. Comparison of phase angles for
plots for basic and augmented configurations basic and augmented configurations of
of table XIII. table XIII.
b. Redefine τe
As mentioned above, three of the four low-ζe violators of table XIII also have τe = 0. As figure 17
suggests, a better LOES fit is obtained for these three cases if τe is allowed to be less than zero.
Specifically, negative time delays can be found in an LOES match to be as follows:
Configuration 1A --τe = -0.004 sec
Configuration 2A --τe = -0.008 sec
Configuration 7A --τe = -0.014 sec
Physically, unrealizable negative time delay, or time lead, might be considered to represent a HOS which
is too abrupt (i.e., if τ < 0, the system responds to an input τ seconds before the input is made or has finite
magnitude at zero time) more or less in keeping with the above-noted pilot commentary.
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APPENDIX A
FIGURE 18. Effect of first- and second-order lags on equivalent time delay and pilot rating:
LAHOS configurations (AFFDL-TR-78-122).
interpretations of this parameter are given in the following discussion (In figure 19 note that γ/θ, being the
ratio of bare-airframe numerators, incorporates the actual value of 1/Tθ2, not necessarily the same as the
equivalent system's 1/Te if equalization is employed in feedback or feedforward loops.
a. Control Anticipation Parameter (CAP)
Bihrie in AFFDL-TR-65-198 defines the Control Anticipation Parameter (CAP) as the ratio of initial
pitching acceleration to steady-state normal acceleration (the pseudo steady state corresponding to the
two-degree-of-freedom short-period approximation).
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APPENDIX A
F ee l
γc + γε θc + θε F es S y s tem δ es θ M δ ( s + 1 / Tθ 2 ) θ γ 1 / Tθ 2 γ
Yγ Yθ = es
=
and δ es s (s 2 + 2 ζ s p ω s p s + ω s2p ) θ ( s + 1 / Tθ 2 )
- - A c tu a to r s
− τe
A θ (Tθ2 )e θs
θ
+
Fs e
(0 ) ζ e , ω e
−τ
γ A γ e eγs
+
Fs e
(0 ) ζ e , ω e
where
(a) = (s + a)
[ζ, ω] = [s 2 + 2ζωs + ω 2 ]
FIGURE 19. Pilot control of pitch attitude and flight path.
the last expression an approximation holding generally for aircraft with negligible control system dynamics
and tail lift effect, as is common, where (V/g) (1/Tθ2) likewise can be approximated by n/α. Because of the
time lapse before reaching the steady state, a pilot needs an earlier indication of the response to control
inputs - and both the initial and final responses must be neither too sensitive nor too insensitive to the
commanded flight-path change.
Note that &θ& o and ∆nzss apply to the time response to a step input, for an actual system of any order. If &θ& o
is interpreted as the maximum (as discussed later) and there is a nonzero ∆nzss, then that interpretation
has no call to determine any individual equivalent system parameters such as ζsp.
b. Frequency response interpretation
Equivalently, in the frequency domain the high-frequency gain of pitch acceleration (thought to be
important in fine tracking tasks) is given by MFs and the steady-state gain of normal load factor (thought to
be important in gross, or outer-loop, tasks) by MFs (n/α)/ ωsp . Hence their ratio is CAP (see figure 20).
2
initial pitch acceleration per pound. This can be seen in the asymptotic nz/Fs frequency response of figure
20.
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APPENDIX A
Because n/α is proportional to CLα and, roughly, ωsp to Cmα, ωsp /(n/α) is widely recognized as being
2 2
n C Lα q S
=&
α W
and
− q Sc C mα ρSc
ω 2sp =& C Lα + ⋅ C mq
Iy
C Lα 4m
Therefore,
ω 2sp W C mα ρSc
=& −c ⋅ + ⋅ C mq
nα Iy CL
α 4(W S )
= hm ⋅ g (k c )
2
y
where hm is the maneuver margin expressed as a fraction of c (i.e., hm is the distance, in chord lengths,
of the maneuvering neutral point aft of the c.g.), and ky is the nondimensional pitch radius of gyration.
(With Cmq neglected, hm reduces to one common, simple definition of static margin, hs).
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MIL-STD-1797A
APPENDIX A
For many aircraft, ky is about 17 percent of the aircraft length l , so ωsp /(n/α) = 1100 hm c / l 2 rad2/sec2.
2
For the F-4 aircraft, with 64 ft length and 16 ft c, the specified Level 1 value of 0.28 for ωsp /(n/α) reduces
2
to a stick-fixed maneuver margin requirement of 6.5 percent. Thus this requirement is comparable to the
earlier 5 percent static margin requirement in U.S. Air Force Specification 1815B/Navy Specification SR-
119B.
e. Importance of ωsp and (n/α) individually
Rationally, there should exist lower limits on satisfactory short-period frequency and on normal-
acceleration sensitivity to pitch control. This concept is consistent with the in-flight and ground-based
simulator experiments of AFWAL-TR-81-3118 and Mooij & van Gool and Wilhelm & Lange in AGARD-
CP-333 (Gibson opts as some others have done for bounding 1/Tθ2 instead of n/α). Although we have
retained the numerical values of MIL-F-8785C, for which there still are few data points, Mooij & van Gool
indicate more stringent limits.
POSSIBLE MODIFICATIONS TO CAP
As noted by Bischoff (NADC-81186-60), the control anticipation parameter must be redefined for aircraft
with effective time delay since &θ& o = 0 in this case. Following DiFranco (AFFDL-TR-66-163), Bischoff
defines, on the basis of a unit step stick force input, a more general control anticipation parameter, CAP ′ ,
as
&θ&
CAP ′ ∆
max HOS
= n z ss
The maximum pitch acceleration, &θ&maxHOS , will occur sometime after the force input as shown on figure
21. The parameter CAP ′ is further extended to the short-period lower-order equivalent system model by,
defining
ω2sp &θ& 2
CAPe′ =& ⋅ max HOS ∆ ωeff
n α && = (n α )
e θLOES t = τe e
where e denotes LOES parameters. In this form, CAPe′ is a hybrid frequency response and time-
response parameter easily determined from HOS responses. Bischoff claims "similar results... for the
higher order fixed and free low order equivalent system." The [ ω 2sp /(n/α)]e alone does not give a good
approximation to CAP ′ , because the short-period LOES model will not generally be accurate in the high
frequency region which largely determines the initial pitch acceleration history for a step input. Thus
[ ω /(n/α)]e is modified according to &θ&
2
sp as determined from the HOS response (as on figure 21).
max
Generally, this CAP ′ will vary with the magnitude of the input, because of actuator rate limiting.
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MIL-STD-1797A
APPENDIX A
NADC-81186-60 accounts for time delay explicitly by defining flying qualities Levels in the CAP ′ - τ
plane, as shown on figures 22 and 23. The boundaries shown for each flying quality Level were defined
by correlations of data from DiFranco (AFFDL-TR-66-63). Neal and Smith (AFFDL-TR-70-74), and the
LAHOS study (AFFDL-TR-78-122). These boundaries do seem to correlate the data that Bischoff plotted
slightly better than does the present requirement based on CAP (compare to figures 36 and 38), and
Bischoff shows excellent correlation between CAP ′ and CAPe′ for these data. However, the CAPe′
parameter is subject to all the limitations for equivalent systems noted in this requirement. Hence most of
the points that do not correlate with CAP or ωsp Tθ2 will also be missed by CAPe′ and CAP ′ . The
bandwidth specification appears to do a somewhat better job than CAP ′ .
LEVEL 3
All the suggested short-term pitch response requirements share a common Level 3 floor in recognition of
(a) the demonstrated controllability of somewhat unstable airplanes and helicopters from their beginning
days and (b) our inability to come up with anything better at this time.
A first-order divergence (T2 = 6 sec) is allowed for the Level 3 pitch attitude dynamics. This is consistent
with the Level 3 static stability requirement in 4.4.1. The 6-second limit on instability was derived from in-
flight and ground-based simulator studies which have documented the degree of instability that is safely
flyable. AFFDL-TR-72-143, for example indicated a Level 2 boundary with T2 (based on the unstable
aperiodic root) of 2.5 seconds in light turbulence and 4.25 seconds in moderate turbulence. Pilot ratings
were fairly constant at 5 to 6 until the time to double amplitude was reduced below 6 seconds, when
significant deterioration began.
Some margin is allowed in order to account for pilot distraction, design uncertainties, etc. In this region
near neutral stability, the root locations generally are extremely sensitive to static margin. On the other
hand, Schuler (AFWAL-TR-82-3014) concludes from his ground-based simulations that for light total
damping (small value of the other, stable short-term pole) the 6 second limit can be unconservative.
SUPPORTING DATA
Supporting data for both CAP and ωsp Tθ2 forms of equivalent-system criteria, and for the Level 3
requirements, are presented in the discussion of the ωsp Tθ2 criteria which follows.
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MIL-STD-1797A
APPENDIX A
FIGURE 22. Time delay versus CAP′ - Neal-Smith data FIGURE 23. Time delay versus CAP′ - LAHOS data (from
193
MIL-STD-1797A
APPENDIX A
194
MIL-STD-1797A
APPENDIX A
The equivalent pitch rate and normal load factor transfer-function forms for pilot control-deflection or
control-force inputs
q(s) (
K θ s s + 1 Tθ1 ) (s + 1 Tθ2 ) e −τes
δ es or Fes (s)
=
[s 2
+ 2ζ p ωp s + ωp2 ] [s 2
+ 2ζ sp ω sp s + ω 2sp ]
n ′z (s) (
K n s s + 1 Th1 e − τns )
δ es or Fes (s)
=
[ ][
s 2 + 2ζ p ωp s + ωp2 s 2 + 2ζ sp ω sp s + ω 2sp ]
simultaneously shall be fit to the corresponding actual response of the aircraft over a frequency range of
0.1 to 10 radians per second. The parameter n′z is normal acceleration at the instantaneous center of
rotation for pilot pitch control inputs. Corresponding matches shall be made for pilot control-deflection
inputs. The requirements of figure 24 apply to the equivalent-system parameters determined from the
best match for force inputs, and also for deflection inputs; the procuring activity will be the judge of the
adequacy of the matches.
For Level 3, T2, the time to double amplitude based on the value of the unstable root shall be no less than
6 seconds. In the presence of any other Level 3 flying qualities, ζsp shall be at least 0.05 unless flight
safety is otherwise demonstrated to the satisfaction of the procuring activity. T2 applies to the value of an
unstable root: T2 = -(ln 2)/λ where λ, is the value of the unstable root.
Requirements on the equivalent pitch time delay, τθ, apply to the value for θ(s)/δes(s) for a deflection
control system (pilot controller deflection commands the control effectors) and to θ(s)/Fes(s) for a force
control system (pilot controller force commands the control effectors):
Level Allowable Delay
1 0.10 sec
2 0.20
3 0.25
If an adequate match cannot be found, the contractor with the concurrence of the procuring activity shall
substitute an alternative requirement.
195
MIL-STD-1797A
APPENDIX A
FIGURE 24. Requirements for short-term pitch response to pitch controller (ωspTθ2 vs ζsp).
196
MIL-STD-1797A
APPENDIX A
Equivalent systems are discussed above, in connection with the CAP. Much of that discussion was based
upon the premise that the normal acceleration response to attitude changes is a primary factor affecting
the pilot's perception of the minimum allowable ωsp. It is, of course, also true that the pitch attitude
response to pitch control inputs is in itself of great importance. Whether the appropriate correlating
parameter is n/α or 1/Tθsp unresolved: data that are correlatable with 1/Tθ2 will generally also correlate
with n/α. This issue was studied in AIAA Paper 69-898, where it was observed debatably that the product
ωsp Tθ2 provided a slightly better correlation than CAP. Physically, for the classical case ωsp Tθ2 represents
the lag in phase (at ωsp) or time between aircraft responses in pitch attitude and path. If 1/Tθ2 is too large
with respect to ωsp or the closed-loop pitch bandwidth, the path and attitude responses may not be
separated enough to give a pilot the additional cues he needs in order to control the outer, slower path
loop. The aircraft responses in attitude and flight path to elevator deflection occur almost simultaneously,
resulting in abrupt heave responses to the pitch controller. This produces pilot comments such as "trim
hard to find" and "pilot effort produces oscillations.” However, too great a frequency separation creates a
& /δ|, manifest as a large pitch rate overshoot, or bobbling tendency in closed-loop
large hump in | θ
tracking. We see that ωsp Tθ2, in combination with ζsp, also defines the shape of the attitude frequency
response: log (ωsp Tθ2) is the difference in frequency, on the usual logarithmic scale, between ωsp and Tθ2.
Desirable values yield a K/s shape of θ/δ in the frequency range of primary interest (see AIAA Paper 69-
898). A useful criterion, therefore, is the product ωsp Tθ2.
SUPPORTING DATA
The data base consists of airplanes with classical flying qualities as well as highly augmented airplanes
which are treated in this section by reduction to lower-order equivalent systems. The supporting data for
classical airplanes and highly augmented airplanes are presented separately in the following two
subsections, which are further subdivided according to the Flight Phase Category of the data. In each
instance, both the CAP and the ωsp Tθ2 forms of equivalent systems criteria are discussed. Lastly, the
Level 3 substantiation is presented.
Supporting data--classical airplanes
Most of the available data are for Category A Flight Phases only. A small amount of Category C data is
available, while data for Category B are extremely sparse. There is a considerable amount of existing
data which do not support the boundaries in figures 13 and 14 (see AFFDL-TR-69-72). However, a close
review of the data reveals that most of the scatter was due to secondary effects. For example, in some
cases the stick force per g (Fs /n) was outside the Level 1 limits. In other cases the tests were performed
with an extremely low load factor limit (nz < 2.0 g), or with the shore-period frequency near a wing
structural mode. There is evidence in the references that in these cases the extraneous factors may be
influencing pilot ratings.
A careful review of AFFDL-TR-66-63, FDL-TDR-64-60, WADC-TR-55-299, WADC-TR-57-719, AFFDL-
TR-68-91, NASA-TN-D-779, NASA-TM-X-1584, NASA-TN-D-3971, WADC- TR-54-594, AFFDL-TR-69-3,
Boeing Report D6-10725, Cornell Report TB-1444-F-1, and Princeton University Report 777 was
undertaken to cull out inappropriate data. Those reports which were complete enough to allow a thorough
analysis of the test conditions and results were reviewed in detail. Others were considered to raise too
many questions to be analyzed with confidence. (This is not meant to imply that some of the reports are
invalid, but that they were not complete enough to gain sufficient insight into the causes for expected or
unexpected pilot ratings.)
In particular, valid and usable reports were those which contained at least the following: 1) characteristics
of short-period mode(s); 2) description of aircraft actuators, feel system, etc.; 3) description of maneuvers;
197
MIL-STD-1797A
APPENDIX A
4) flight conditions; 5) pilot opinion rating scales used; and 6) pilot comments or discussion of pilot
comments. The last factor especially reduced the number of reports retained for analysis. Pilots'
descriptions of motions, responses, flight conditions, and control forces were considered essential to
justify any pilot ratings which were inconsistent with other test data or with expectations.
WADC-TR-55-299. WADC-TR-57-719, NASA-TN-D-779, WADC-TR-54-594, Boeing Report D6-10725,
and Princeton University Report 777 do not contain sufficient pilot commentary, if any, to be useful in the
above context. In addition, high Mach number data in NASA-TM-X-1584 were not used because pilots
considered the attitude display of the aircraft (an XB-70) to be inadequate when operating at Mach 3.
Low-n/α tests of AFFDL-TR-66-163 (n/α = 16.9 g/rad) were subject to a buffet-onset load factor limit of nz
= 2 g--low for evaluating a fighter-type aircraft; was also noted (AFFDL-TR-66-163, page 41) that:
Airplane sensitivity was more erratic and difficult to control when the structural modes of the
airplane were excited. The primary mode excited was wing bending, which occurred at
frequencies between 17 and 21 rad/sec (2.7 to 3.3 cps). These bending frequencies were
observed in the oscillograph record of a wing tip mounted accelerometer and are a function of
the fuel remaining in the tip tanks. Both pilots commented on the varying degree of structural
excitation that occurred when the airplane undamped frequencies varied from approximately
8 to 11.5 rad/sec (approximately half the structural frequencies). The erratic nature of the pilot
ratings and pilot-selected stick forces in this region are also understandable. The pilots were
obviously correcting and interpreting sensitivity due to structural factors as well as the
inherent airplane sensitivity.
However, Chalk has stated (personal communication) that the evaluation pilots generally seemed to be
able to discount that effect to give valid ratings.
Based on the evidence, some data of AFFDL-TR-66-163, AFFDL-TR-70-74, and AFFDL-TR-69-3 (which
are T-33-based experiments) with ωsp > 8 rad/sec are presented here. We note that all three reports show
a rating deterioration at high ωsp that tends to support the given upper bound Ratings data from Cornell
Report TB-1444-F-1 (taken in a B-26, simulating a fighter configuration) showed greater scatter and
overall better (lower) ratings than any of the other reports. This led to an evaluation of the reference, and
to the conclusion that the tasks of TB-1444-F-1 were not sufficiently demanding to provide a good basis
for evaluation of closed-loop handling qualities. Hence the data were not used.
In summary, AFFDL-TR-66-163, AFFDL-TR-70-74, AFFDL-TR-68-91, and AFFDL-TR-69-3 provided
good short-period data for Category A; NASA-TM-X-1584, NASA-CR-159236, and AFWAL-TR-83-3015
contain usable Category B data; FDL-TDR-64-60 and NASA-TN-D-3971 contained Category C
information; for large aircraft AFFDL-TR-72-41, NASA-CR-159236, AFWAL- TR-81-3118, AFWAL-TR-83-
3015, and AGARD-CP-333 furnish additional insight.
Category A
Figure 25 shows the short-period frequency boundaries for the Category A Flight Phases. The applicable
data (with Level 1 FS/n) from AFFDL-TR-66-63, AFFDL-TR-68-91, and AFFDL-TR-69-3 are compared
with the boundaries. These data represent 52 separate ωsp - n/α combinations flown and rated b), six
pilots. Eight configurations which fell within the Level 1 boundaries were rated Level 2 or worse. The
boundaries correctly predicted pilot ratings about 80 percent of the time--an adequate success rate given
the variability of flight tests and pilot ratings. Note that most of the violations occur at large n/α (as at high
speed). The Level 1 boundaries are slightly more lax than the best fit to the data presented.
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MIL-STD-1797A
APPENDIX A
The data in figure 25 represent those cases for which ωsp and Fs/n were within the present Level 1
boundaries. Therefore, the ratings shown can be assumed to be due solely to short-period frequency and
n/α influences. For some experiments it could be argued that even Level 2 Fs/n should be plotted, since
the pilots were allowed to select the optimum value. We have taken a somewhat conservative approach
by eliminating these data. Our reasoning was that Levels 2 and 3 are boundaries for an off-nominal or
failed state, and that pilots will not have a chance to optimize Fs/n after a failure. It should be noted that
when Level 2 values of FS/n are selected by pilots it is usually to account for a basic flying quality
deficiency. For example, a pilot would desire a very low FS/n after a failure which results in a statically
unstable airframe, requiring pulse-like control inputs. The data generally support the requirements,
although the Level 1 lower boundary may be somewhat low.
The baseline cases of AFFDL-TR-70-74, discussed under Augmented aircraft, also support the Category
A boundaries.
FIGURE 25. Comparison of pilot ratings with category A short-period frequency requirements.
199
MIL-STD-1797A
APPENDIX A
Short-period damping, boundaries are shown on figure 16. Since this criterion presents ζsp as an
independent parameter, it has been plotted directly against pilot rating. The other variables (ωsp , n/α and
Fs/n) are Level 1 values. The resulting data (48 individual ratings) show definite trends in correlation with
the boundaries, although there is a shortage of data points in the Level 2 and 3 areas. However, several
points for which damping is good (ζsp = 0.67-0.74) are rated Level 2 to 3. The low-damping data from
AFFDL-TR-66-63 suggest that the ζsp lower limits could be reduced. Seven ratings are worse (higher in
value) than predicted, all occurring within the Level 1 boundaries; a few are better than predicted. Any
possible interdependence between ζsp and ω 2sp /(n/α) can be taken into account by replotting the criterion
boundaries on a girid of ζsp vs. ω 2sp /(n/α) as in figure 27.
FIGURE 26. Comparison of pilot ratings with Category A short-period damping requirements.
The authors of AFFDL-TR-69-72 also noted that ζsp lower limits were too restrictive. However, the data-
supported limits do not account for turbulence (it was minimal); therefore the MIL-F-8785B limits were
chosen somewhat higher.
The upper ω 2sp /(n/α) limits of MIL-F-8785C are difficult to confirm based on the figure 27 plot because the
validity of the high-frequency (ωsp > 8 rad/sec) data has been questioned, as noted above. Some of the
data may be usable, however, since the structural bending mode was reported to be most pronounced at
low speed with a high fuel load. For this Handbook we have used some of the basic high-frequency data
(unaugmented configurations). The upper boundary on ω 2sp /(n/α) has been retained.
For the C-5A airplane, AFWAL-TR-83-3015 presents (a) data showing generally Level 2 & 3 ω 2sp /(n/α),
figure 28, for two Category A tasks, terrain following and refueling – receiver, worse than Level 3
according to MIL-F-8785B/C at aft cg and (b) a letter from the 60th Military Airlift Wing (MAC) attesting
that “Most C-5A pilots find that the manual flying characteristics of the C-5A are excellent." Because some
Class III aircraft may be much smaller than the C-5A we do not wish to reduce the Category A
requirement generally for Class III aircraft. For very large aircraft, however, similar size or task artifacts
may affect tolerable levels of dynamic stability.
200
MIL-STD-1797A
APPENDIX A
Figure 29 shows the data used to support the requirements based on ωspTθ2 and ζsp. The damping limits
are not supported by the pilot ratings but are consistent with the reasoning shown in the preceding
discussion. The absolute lower limits on ωsp utilized in the ω 2sp /(n/α) criterion have been retained in the
ωspTθ2 vs. ζsp requirement for the lack of any better data. They are presented in a table in figure 24a.
201
MIL-STD-1797A
APPENDIX A
FIGURE 28. Category A C-5A flight test data. FIGURE 29. Alternate Category A flying qualities
requirements for short-period pitch response.
202
MIL-STD-1797A
APPENDIX A
203
MIL-STD-1797A
APPENDIX A
Two criteria proposed by Gibson in AGARD-CP-333 (section F), 2ζspωsp > 1/Tθ2 and Tθ2 > tγ, the
asymptotic time lag in flight-path response, are seen in figure 29 to correlate with the data as well as
ωspTθ2 does.
More work needs to be done to define the upper limits on ωspTθ2 for Category A. In AGARD-CP-333,
Gibson indicates good and poor regions of his variables “dropback/q” = Tθ2 –2ζsp/ωsp and qmax/q, a
function of ωspTθ2 and ζsp. ICAS-86-5.3.4 discusses both upper and lower limits of ωspTθ2, outlined in
Section F, related also to the response parameter of time to the pitch rate peak. All are task dependent
and most vary with Tθ2.
Category B
Applicable pilot ratings from NASA-TM-X-1584 (XB-70) are compared with the ωsp limits in figure 30 and
with the ζsp boundaries in figure 31. The data do not conflict with the boundaries.
We adopt NASA-CR-159236's recommendation to relax the ωsp /(n/α) floors based on Concorde cruise
2
and C-5A data. AFWAL-TR-83-3015's L-1011 data also tend to support such a change, considering the L-
1011 to have reasonably good flying qualities. The data are presented in figures 32 through 35.
2. ωsp Tθ2 vs. ζsp criterion
Since there are insufficient data to propose boundaries, the Category B limits have been made
compatible with the Category A and C limits, so ωsp Tθ2 = 1.0 for Level 1 and ωsp Tθ2 = 0.58 for Level 2.
Figure 36 illustrates the criterion, and compares the NASA-TM-X-1584 data.
Category C
The Category C flight tests data of FDL-TDR-64-60 and NASA-TN-D-3971 (T-33 and B-367-80,
respectively) and NADC-80157-60 (Navion) are compared with the short-period frequency requirements
in figure 37 and damping requirements in figure 38.
The frequency data fit the boundaries very well, with a success rate of about 81 percent. This is
comparable to the 80 percent for the Category A data, but there are far fewer Category C ratings, over a
much smaller range of n/α. However, ratings better than 3.5 seem to require ω 2sp /(n/α) above the
Category A Level 1 boundary, which is considerably higher than the corresponding Category C boundary.
Damping predictions are worse, 73 percent--identical to that for Category A. The data support reduction in
the minimum ζsp for all Levels, similar to those suggested by the Category A data. However, as for the
Category A data, these tests were conducted in minimal turbulence, so the MIL-F-8785C damping ratio
limits have been retained.
204
MIL-STD-1797A
APPENDIX A
FIGURE 30. Comparison of pilot ratings with Category B short-period frequency requirements.
FIGURE 31. Comparison of pilot ratings with Category B short-period damping requirements.
205
MIL-STD-1797A
APPENDIX A
FIGURE 34. L-1011 cruise short-period FIGURE 35. L-1011 descent short-period
characteristics (AFWAL-TR- characteristics (AFWAL-TR-83-
206
MIL-STD-1797A
APPENDIX A
83-3015). 3015).
207
MIL-STD-1797A
APPENDIX A
Ratings of AFFDL-TR-78-122's baseline configurations, included under Augmented aircraft, support these
Category C ω 2sp /(n/α) boundaries.
Recommendations to relax the Category C ωsp boundary for large airplanes, as for example in AFWAL-
TR-83-3015, have not been adopted for reasons expressed well by van Gool and Mooij in private
correspondence:
We realize that one of the reasons for changing Class III requirements is that the
currently flying large aircraft supposedly have Level 1 handling qualities while not
complying with many of the current requirements. Widening the boundaries may be only
part of the solution though. In our opinion the fact that the handling qualities of these
aircraft are satisfactory is mainly the result of an adapted piloting technique. The pilots
have learned to cope with low short period frequency, low acceleration sensitivity and
large time delays by avoiding to get into the control loop. Pilots flying aircraft like B 747,
DC 10 and C-5 will tell you that, e.g., the landing flare is an open loop maneuver. We
assume that the fact that time delays as high as 0.4 s did not affect the pilot ratings in the
Lockheed study was caused by the use of an open-loop landing technique.
For military operations this open-loop technique appears inadequate.
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FIGURE 37. Comparison of pilot ratings with Category C short-period frequency requirements.
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discussions with pilots of large aircraft indicate that current large airplanes possess generally comfortable
bandwidth for routine use. However, when the task difficulty increases due to weather conditions, for
example, hard landings and go-arounds are common. In view of the very demanding landing conditions
being imposed on large military aircraft such as the YC-14, YC-15 and C-17, relaxation of the requirement
seems imprudent until more substantiating data become available. Indeed, although AFWAL-TR-83-3015
indicates that somewhat lower values can be satisfactory, AFWAL-TR-81-3118 and Mooij & van Gool in
AGARD-CP-333 indicate that the lower Level 1 boundary might be raised.
FIGURE 38. Comparison of pilot ratings with Category C short-period damping requirements.
However, a body of data supports relaxation of the Level 2 & 3 requirement. Consistent with allowing a
divergence in the Level 3 case, that floor has been removed here. A lower Level 2 floor of ω 2sp /(n/α) =
0.05 suggested for transport aircraft in NASA-CR-159236 has been adopted. The data in figures 39 and
40 tend to support this new bound.
For lower-bandwidth tasks, the recommended maximum time delays seem too strict. WADC-TR-56-258
relates AFFDL-TR-78-122, AFFDL-TR-70-74, and AFFDL-TR-68-90 data according to “The closed-loop
pitch attitude bandwidths which pilots were generally believed to be requiring in these experiments.” The
effective time-delay boundaries are shown to correspond to constant phase lags at those bandwidth
frequencies (figure 41) [Although this effective time delay comes from a time history (see “C. Transient
Peak Ratio,..."), equivalent time delay τe would follow the same trend.] Considering that for AFWAL-TR-
81-3118's million-pound transport "The landing approach and simulated touchdown task ... with a large,
slow-responding aircraft can be considered as having the same bandwidth requirements (1.5 rad/sec) as
the fighter up-and-away and low altitude waveoff task of AFFDL-TR-68-90," the trend is verified.
However, the data are too sparse to be definitive. Other data, cited in AFWAL-TR-83-3015, suggest even
less stringent limits. And for emergencies, an experimental Airbus has been flown unstable
(unaugmented) for five minutes through the pitch trim system, with a time delay of over a second--but
without attempting approach or landing. Considering higher-gain tasks and a possibly more severe
environment, we cannot recommend such large relaxations. Again quoting van Gool and Mooij,
Our experience with time delays lead us to believe that for closed-loop control of
transport aircraft in approach and landing the Level 1 boundary on equivalent time delay
(determined with the equivalent system technique) is higher than the Mil Spec value of
0.1 s, but it will certainly not be as high as 0.4 s (in NLR experiments we obtained
satisfactory pilot ratings with 0.25 s equivalent delay in pitch and roll control).
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APPENDIX A
FIGURE 39. Pilot ratings for large airplanes (nominal equivalent short-period
parameters) from AFWAL-TR-81-3118.
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APPENDIX A
FIGURE 40. Category C flight data for the Lockheed C-5A and L-1011, AFWAL-TR-83-3015.
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APPENDIX A
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APPENDIX A
FIGURE 41. Time delay bands associated with flying qualities boundaries vs
bandwidth, AFWAL-TR-81-3118.
Preliminary, straight-line boundaries of ωspTθ2 and ζsp are shown on figure 42 (solid tines). The data fit
these limits with a confidence level of about 82 percent, so the boundaries seem to work well. An even
better fit is given by the dashed lines on figure 42, which correlate with more than 90 percent of the
ratings. Note that these latter boundaries tend to eliminate combinations of low damping and low
frequency. We have therefore elected to set the criterion boundaries based on the dashed lines on figure
42. The minimum levels of ωsp (independent of ωspTθ2, taken directly from the ωsp, n/α criterion, are
presented in a table on figure 25c. The minimum levels of 1/ Tθ2 are based on the n/α of limits in figure
13c by assuming an approach speed of 135 kt and noting that 1/Tθ2 = (g/V)(n/α).
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APPENDIX A
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APPENDIX A
Gibson's (AGARD-CP-333) time-response criteria are seen to correlate well. The more complete criteria
in ICAS-86-5.3.4 indicate that the agreement is associated with flight path delay of 2 seconds for the large
B-367-80 (NASA-TN-D-3971) and with sluggish attitude response for the small T-33 (FDL-TDR-64-60)
even though the path delay is only 1 second. For the examples given, a minimum Level 1 ωspTθ2 value of
1.8 is suggested, limiting the time to peak pitch rate to 2 seconds (large aircraft NASA-TN-D-3971) and to
1.1 seconds (Class 4 aircraft, FDL-TDR-64-60). This minimum would increase to 2.8 for many Class 4
aircraft with Tθ2 of nearly 2.0. The limited Navion data, not shown, do not correlate as well.
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APPENDIX A
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APPENDIX A
The inconsistency between the unaugmented and augmented airplane data bases needs further study.
Until such analyses can be conducted, we have elected to utilize the MIL-F-8785C boundaries, which are
based on classical airplane data. However, for the purposes of guidance, according to the data the
equivalent frequency and damping for Level 1 augmented aircraft should meet the following criteria for
Category A Flight Phases:
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APPENDIX A
Figure 45a compares LOES matches with ω 2sp /(n/α) vs ζsp , with τe indicated; and the data are plotted
against the allowable time delay (τe) requirements on figure 45b, with CAP and ζsp noted. The LAHOS
data correlate well with the boundaries. In fact, the flying qualities of about 85 percent of the LAHOS
configurations are accurately predicted. The only area of poor correlation on figure 45 involves those
configurations which should have Level 1 flying qualities, but are rated by the pilots as Level 2. This may
be in part a function of the fidelity of the tests and the realism of the tasks: a combination of instrument
and visual approaches through touchdown and landing, or with intentional go-around maneuvers. Most of
the classical data upon which the short-period requirements are based (see AFFDL-TR-69-72) were
generated for approach and go-around tasks only, seldom including actual landing, which is normally the
most critical area. The LAHOS data may therefore be more representative of flying qualities in the
terminal phases, of flight. AFFDL-TR-78-122 discusses this at some length.
One shortcoming of LAHOS is that the equivalent systems do not cover a wide range of ζsp and ωsp
(figure 45a); these are Level 2 or worse for only nine of the 46 configurations. LAHOS is primarily an
exercise of the τe limits (figure 45b). (This is not a shortcoming of the LOES approach, but an artifact of
the range of HOS evaluated in the LAHOS program).
Not surprisingly, ωsp Tθ2 vs. ζsp is very similar (figure 46). Some improvement in the correlations would be
possible by increasing the ωsp Tθ2 limit to 1.85. There is one data point to suggest a possible increase in
ωsp Tθ2 to 2.2.
Gibson (AGARD-CP-333) recommends cutting off the lower right-hand corner of figure 36's Level 1
bound (ω > 2ζ for his tγ < Tθ2) to eliminate negative dropback.
Level 3
Substantiation for allowing an aperiodic divergence with a time to double amplitude of 6 sec for Level 3
flying qualities was given in AFWAL-TR-81-3109. The essence of that discussion is repeated below.
In response to a pulse control input, stable aircraft reach steady values of α, h and V; unstable aircraft
have the same initial response, then diverge, as illustrated by figure 47 (from NASA-TM-X-62). For a
supersonic transport design, impulse responses are shown for various degrees of static instability as Cmα,
is varied. Also shown is the response of a configuration having much more static instability, with time to
double amplitude reduced by a pitch damper. Evaluation pilots rated both of these configurations
unacceptable, but termed the latter's characteristics insidious. On the other hand, Schuler's (AFWAL-TR-
82-3014) ground-based simulation showed additional total damping to be helpful. From NASA-TN-D-173,
commenting on an F9F-2 airplane with static instability ameliorated by a damper to give about 6 seconds
to double amplitude:
The rate of divergence of the airspeed was scarcely noticeable to the pilots in normal
flying. However, this degree of instability might be objectionable for flight operations
where accurate control of airspeed is required.
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APPENDIX A
FIGURE 45. Comparison of LOES dynamics with short-period requirements; Category C, LAHOS (AFFDL-TR-78-122)
configurations, MCAIR ("Equivalent Systems Approach for Flying Qualities Specification").
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APPENDIX A
FIGURE 46. Comparison of LAHOS LOES characteristics with ωsp Tθ2 vs. ζsp.
From NASA-TN-D-779, pilot tolerance of aperiodic instability is much greater than of oscillatory instability
(figure 48). In that variable-stability YF-86D evaluation, an aperiodic divergence was not considered safe
with less than 1 sec to double amplitude: “there was a dangerous situation in that a short distraction of the
pilot's attention could allow the unstable vehicle to diverge to the point that it was difficult to recover." For
statically stable configurations “the unacceptable boundary is close to the zero damping boundary over
most of the frequency range...in the very low-frequency and very high-frequency ranges a small amount
of positive damping is required to remain within the acceptable region.” Commenting on this different
tolerance, Taylor and Day (NASA-TN-D-746) state:
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APPENDIX A
FIGURE 47. Comparison of effects of various stability characteristics on airplane response to elevator pulse
(-5 deg for 0.2 sec at t = 0) (NASA-TM-X-62).
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APPENDIX A
At the higher frequencies, the technique for controlling the motion was not learned as
quickly...Controlling the pure divergence in the region of a static instability was more
natural and less tiring than controlling the oscillatory airplane motions, inasmuch as the
pilot need only counteract the angle-of-attack divergence without leading the motion to
stabilize the aircraft.
The unchanged phugoid requirement, T2 > 55 seconds for Level 3, still limits the low-frequency tolerable
oscillatory instability (the α, q, and nz feedbacks used in these variable-stability airplanes would not
suppress the phugoid mode in the region of low short-period frequency and damping). Higher-frequency
oscillatory instabilities are unlikely (except possibly through control-system failures), requiring
considerable negative aerodynamic damping; the limit of 6 seconds to double amplitude would fit the
Level 3 boundary of NASA-TN-D-779 for 0 < ω < 6 rad/sec.
For aperiodic instability, NASA-TN-D-211 shows that the boundary of acceptability for emergency
condition (Cooper 6.5) was insensitive to the value of lift-curve slope, or 1/Τθ2, or n/α, for positive lift-curve
slopes. This boundary value was 2 seconds to double amplitude.
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APPENDIX A
AFFDL-TR-72-143 demonstrates that at least at low speeds, the short-period approximation can give a
grossly incorrect value of T2. The T2 obtained from the angle-of-attack trace matched the three-degree-of-
freedom theoretical value fairly well when Cm(α) was actually linear and T2 was not too large. NASA-TM-
X-62 and AFFDL-TR-72-143 both elaborate on the range of values for time to double amplitude obtained
by different means: calculation from three-degree-of-freedom equations and various simplifications,
measurement from α, θ or V responses. M(α) nonlinearities gave different results for nose-up and nose-
down perturbations; of course the worst direction would govern, for all reasonable magnitudes. Most of
the evaluations gave some consideration to turbulence. The AFFDL-TR-72-143 baseline configuration
had a Level 2 value of dγ/dV, but zero values were included in the evaluation--with a little improvement in
rating, but less noticeable in turbulence. The evaluations considered both visual and instrument flight.
On the basis of all these considerations, 6 seconds to double amplitude seems a reasonable, safe limit.
However, Schuler's fixed-base simulation (AFWAL-TR-82-3014) shows that the tolerable value of the
unstable root, λ1 , is affected by the value of the other, stable root, λ2 . The latter root must be at least a
certain minimum, but λ2 larger than that permits some increase in the instability of λ1. Operators may be
well advised to give pilots of potentially unstable aircraft some flight simulator experience with such
instability. It should be noted that pitch attitude and airspeed excursions will double in amplitude at
approximately the same rate, since (without autothrottle) u& =& gθ. Hence the allowable divergence in
attitude is the same as airspeed response to attitude (see 4.4.1).
It is desirable, though impractical at this time, to make the allowable instability a function of time. Clearly
an instability in cruise, where it might be hours before a runway is available, could be very tiring to the
pilot.
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APPENDIX A
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APPENDIX A
The rise time parameter ∆t = t2 – t1 shall have a value between the following limits:
Nonterminal Flight Phases Terminal Flight Phases
Level Min ∆t Max ∆t Min ∆t Max ∆t
1 9/VT 500/VT 9/VT 200/VT
2 3.2/VT 1600/VT 3.2/VT 645/VT
where VT is true airspeed, ft/sec.
FIGURE 49. Pitch rate response to step input of pitch controller force or deflection.
The product of the control-force gradient in steady maneuvering flight, Fs/n, and the maximum frequency-
response amplitude ratio of pitch acceleration to pitch control force. | &θ& /Fs|max, shall not exceed the
following limits:
Level 1 3.6 rad/sec2/g
Level 2 and 3 10.0 rad/sec2/g
For Level 3, T2, the time to double amplitude based on the value of the unstable root, shall be no less
than 6 seconds. In the presence of any other Level 3 flying qualities. ζsp shall be at least 0.05 unless flight
safety is otherwise demonstrated to the satisfaction of the procuring activity. T2 applies to the value of the
unstable root: T2 = - (ln 2)/λ where λ is the value of the unstable root.
BACKGROUND
The time-response design criteria limit characteristics of the pitch rate response to pilot commands. This
format avoids explicit identification of dominant roots or equivalent system models by working directly with
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APPENDIX A
the pitch rate transient response. Nevertheless, by virtue of assuming a conventional-appearing response
these criteria do rely on a form of equivalent system. The criteria are applicable to aircraft exhibiting
conventional aircraft dynamic modes and to most pitch augmentation systems, but not to high-gain pitch
attitude command systems. If the residue of the phugoid or other low-frequency modes prohibits defining
a constant-speed, short-term, steady-state, pitch rate, it may be necessary to apply the criteria to the
pitch rate transient computed from constant-speed equations of motion. This discussion is adapted from
NASA-CR-159236.
The flight experiments reported in AFFDL-TR-68-90, AFFDL-TR-70-74, AFWAL-TR-81-3116, and
AFFDL-TR-78-122 have established the critical, detrimental nature of transport time delay and effective
time delay resulting from cascaded dynamic elements in the control system. The limits on effective time
delay are based on interpretation of the data in these documents.
Many calculation procedures have been proposed (see AFFDL-TR-70-155, AFFDL-TR-68-90, and
AFFDL-TR-70-74 for example). The methods developed in AFFDL-TR-68-90 require knowing the
coefficients of the characteristic equation of the higher-order system; the method of AFFDL-TR-70-155
requires a multivariable search to minimize the weighted sum of squares of errors of amplitude and phase
between the higher-order system and an assumed lower-order system having a time delay function e-as.
AFFDL-TR-70-74 reported analog matching of time-history responses using a lower-order transfer
function with a time delay; the best match was subjectively judged by the operator. These various
methods yield similar but different values of the effective time delay, and they are complex in
mathematical concept and application.
The effective time delay used in this time-domain requirement is defined on figure 49. It can be uniquely
defined (unless the response is dominated by higher-frequency modes or an aperiodic instability) and
easily evaluated either graphically or analytically. Values of t1 are generally smaller, for example, than the
time delay determined by the method of AFFDL-TR-70-155. It was necessary, therefore, to evaluate t1 for
the configurations evaluated in various experiments and to correlate these values with pilot rating.
These time-domain criteria are stated in terms of the transient peak ratio ∆q2 /∆q1. The intent is to ensure
adequate damping of the short-period or dominant mode of the pitch response. The specified values are
based on interpretation of short-period data in AFFDL-TR-72-41 and AFFDL-TR-69-72. For a classical
airplane response, the transient peak ratios would correspond to the following damping ratio values:
Level 1 TPR = .30 ζ = .36
Level 2 TPR = .60 ζ = .16
Level 3 TPR = .85 ζ = .052
The criteria also limit the effective rise time, ∆t, of the pitch rate response to a step pilot command (see
figure 49). The effective rise time is related to ω 2sp /(n/α) by the following:
ω2sp &θ&
0 qss ∆t g
= ≅ −
nd nz ss qss VT g VT ∆t
Limits on ω 2sp /(n/α) are defined in MIL-F-8785C as a function of Flight Phase Category. For example, the
Level 1 limits for Flight Phase Category C are
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APPENDIX A
These limits can be related to the effective rise time as follows by substitution:
.16 ≤ g/(VT ∆ t) ≤ 3.6
By taking reciprocals, reversing inequality signs and rearranging, the following limits for ∆t result, in
commensurate units:
g/(3.6VT) ≤ ∆t < g/(.16VT)
This development indicates that limits on the effective rise time, ∆t, expressed as constants divided by the
true speed are analogous to the constant limits on ω 2sp /(n/α) used in MIL-F-8785C to specify short-period
frequency as a function of n/α. Separate ∆t limits are stated for terminal and nonterminal Flight Phases for
Level 1 and Level 2. The Level 3 limit is again 6 seconds to double amplitude.
SUPPORTING DATA
NASA-CR-159236 derives the numerical values of the ∆t limits for terminal Flight Phases directly from
ω 2sp /(n/α) limits of MIL-F-8785C. The maximum ∆t limits have been increased to accommodate flight test
data for existing aircraft such as the Concorde, XB-70, C-5A and from research data in “Recent Flight
Test Results on Minimum Longitudinal Handling Qualities for Transport Aircraft”. See figures 32 through
35. The Concorde data for cruise and the C-5A data for Flight Phase Category B in figure 32, the XB-70
test data on figure 50 together with the research data on that figure were used as the basis for reducing
the Level 1 and 2 minimum frequency limits for Flight Phase Category B of MIL-F-8785C. These
boundaries were then translated to maximum limits for ∆t. The Level 2 boundary for Flight Phase
Category C was reduced on the basis of the Concorde data in figure 51 which applies to the landing case
with pitch damper OFF. The C-5A Flight Phase Category C data in that figure, also for damper OFF, tend
to substantiate the proposed boundaries. In AFFDL-TR-75-3, however, the authors claim the C-5A should
be considered Level 1 with dampers OFF in the landing Flight Phase and, therefore, the Level 1 boundary
should be lowered. This recommendation was not accepted in preparation of the design criteria because
other data in AFFDL-TR-72-41 and AFFDL-TR-69-72 substantiate the higher Level 1 boundary. The
experiments reported in AFWAL-TR-81-3116 and AFFDL-TR-78-122 are the primary sources of data
suitable for establishing pitch limits for t1, the effective time delay parameter. The data in these reports is
given primary emphasis for Category C Flight Phases because the evaluation task was centered on
terminal Flight Phases including flare and touchdown. Data from the experiments reported in AFFDL-TR-
68-90 and AFFDL-TR-70-74 will also be used for Category A; these tasks were up-and-away or did not
include the critical flare and touchdown part of landing.
The correlation of pilot ratings for AFFDL-TR-78-122 is shown on figure 52, and the data from AFWAL-
TR-81-3116 is shown on figure 52. In figure 52, the points at PR = 5, 6, 7, for t1 < 0.1 are not considered
in the data correlation because the pilot comments indicate that these configurations were downrated for
other reasons. The remaining data in figure 52 and the data in figure 53 indicate a rapid degradation in
pilot rating for the flare and touchdown task as t1 becomes greater than 0.1 sec. The data from the two
independent experiments are quite consistent and have been used as the basis for the pitch design
criteria. Although a band of values of t1 and PR is indicated by the data, nominal values of t1 have been
stated for the pitch design criteria.
As part of the experiment reported in AFFDL-TR-78-122, the evaluation pilots were requested to give
separate ratings for the approach and for the flare and touchdown. In addition, some approaches were
terminated by a waveoff and were rated for that task. It was found that the pilot ratings were significantly
less critical for the approach task than for the more critical flare and touchdown. The data on figure 54 are
pilot ratings for the approach segment or for the approach and waveoff. For this less critical task,
considerably larger values of t1 are tolerable.
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APPENDIX A
FIGURE 50. Comparison of YF-12 and XB-70 handing qualities evaluation with the
GPAS results (NASA-CR-159236).
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APPENDIX A
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APPENDIX A
FIGURE 52. Pilot rating correlation with FIGURE 53. Pilot rating with effective time
effective time delay (AFFDL-TR-78-122 delay (AFWAL-TR-81-3116 data).
data).
FIGURE 54. Pilot rating correlation with FIGURE 55. Pilot rating correlation with
effective time delay (AFFDL-TR-78-122). effective time delay (AFFDL-TR-68-90
data).
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APPENDIX A
The AFFDL-TR-68-90 experiment investigated the effects of higher-order control system dynamics on the
flying qualities for up-and-away fighter maneuvering and for landing approach to a low-altitude waveoff.
The data, plotted on figure 55, indicate that quite large values of t1 were on occasion considered flyable.
Review of the pilot comments for the cases with t1 > .35 indicate that the pilots were aware of a strong
pilot-induced oscillation tendency when they attempted precision closed-loop control or aggressive
maneuvering. Their ratings are all unacceptable for t1 > .35; the question being decided was whether or
not the airplane was controllable for rather undemanding tasks, i.e., they were not attempting air-air
combat maneuvering or gunnery tracking or actual landings. In addition, the cases not rated PR = 10
were generally ones for which the pilot had selected a low command gain which helped to reduce the
tendency for divergent PIO. The experiment included cases with a very slow feel system. Pilots
commented that they could recognize that the feel system was poor, i.e., they could individually sense
both the force applied and the stick motion; they tended to be more tolerant of these cases even though
large values of t1 characterize the response to a stick force step command. The major reason that
configurations with larger t1 (beyond the lines transferred from figure 52 and 53) were rated more
acceptable is thought to be that the evaluations were for a less critical task. This is certainly true for the
LA Group which was evaluated for the landing approach and waveoff. It may also be true for the A, B,
and C Groups even though they were supposedly evaluated for up-and-away flight in a fighter mission.
Review of the pilot comments indicates the evaluation task did not emphasize aggressive maneuvering
and tracking to the same extent as in AFFDL-TR-70-74.
Time history responses suitable to accurately measure t1 were not readily available for all of the
configurations evaluated in AFFDL-TR-70-74, but the data for Groups 1, 2 and 6 in that experiment are
plotted on figure 56. These data indicate a lower tolerance for effective time delay than was obtained from
the fighter up-and-away evaluations of AFFDL-TR-68-90. The data also indicate a reduced tolerance
relative to the data from AFWAL-TR-81-3116 and AFFDL-TR-78-122 which included landing flare and
touchdown. It is believed that the reduced tolerance to t1 indicated on figure 56 is a result of the emphasis
put on evaluation for air-air combat maneuvering and tracking capability in the AFFDL-TR-70-74
experiment.
Although the evaluation task has been introduced as a significant factor in the discussion of the data from
various experiments, the design criteria for effective time delay in pitch have not been stated in terms of
Flight Phases. The limits stated in the design criteria should be adequate to permit performance of flare
and touchdown during landing, which is probably the most critical maneuver in a transport mission, and
also for fighter maneuvering. To permit larger values for less critical flight phases is likely to invite too
casual an attitude toward this design problem (which we have on several occasions found to be poorly
appreciated by the design community) but is potentially the cause of very severe control problems such
as divergent PIO near the ground.
These requirements were written for a large supersonic-cruise, transport airplane (NASA-CR-159236,
which has been quoted/adapted extensively here), but the discussion relates the rise time to CAP and the
transient peak ratio to the damping ratio. Thus the requirements for other classes of aircraft can also be
converted from frequency to time domain. Since the presently recommended equivalent time delay limits
apply across the board to all Classes, the effective time delay measured from the step response would
also apply to all Classes. Note that this requirement retains the time-domain CAP [equal to (FS/n) MFS]
requirement as in the frequency-domain form, relating to attitude response.
Step control inputs do excite aircraft response at all frequencies. On the other hand they emphasize the
high frequencies and the steady state rather than the mid-frequency range of likely crossover, which is
critical for closed-loop pilot control. Such open-loop tests could not be expected to elicit all possible
closed-loop control difficulties. Time-domain measures may be more directly applicable to higher-order
and nonlinear responses, but step control inputs may be severely limited in size by the magnitude of
some responses, be
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they linear or nonlinear. Of course larger impulse or doublet inputs can be used, and the time-domain
requirements cast in such form.
For Level 3, see the discussion in section A and the supporting data in section B.
FIGURE 56. Pilot rating correlation with effective time delay (AFFDL-TR-70-74 data).
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APPENDIX A
where ω180 is the frequency corresponding to -180 deg phase and φ2ω is the phase angle at twice that
180
frequency.
For Level 3, T2 , the time to double amplitude based on the value of the unstable root, shall be no less
than 6 seconds. In the presence of one or more other Level 3 flying qualities, ζsp shall be at least 0.05
unless flight safety is otherwise demonstrated to the satisfaction of the procuring activity. T2 applies to the
value of an unstable first-order root: T2 = -(ln 2)/λ where λ is the value of the unstable root.
BACKGROUND
A measure of the handling qualities of an aircraft is its stability margin when operated in a closed-loop
compensatory tracking task. We refer to the maximum frequency at which such closed-loop tracking can
take place without threatening stability as bandwidth (ωBW). It follows that aircraft capable of operating at a
large enough value of bandwidth will have superior performance when regulating against disturbances. A
bandwidth criterion is especially useful for highly augmented aircraft in which the response characteristics
are non-classical in form (i.e., have large mismatch in equivalent system fits). Although not restricted to
such cases, this requirement should be utilized when the mismatch between the lower-order and higher-
order systems exceed the values defined on figure 15. No assumption of pilot dynamics is necessary in
applying this requirement, since any such assumption would simply shift the boundaries. Also, for Level 1
minimal pilot compensation should be necessary.
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APPENDIX A
The concept of using bandwidth is not new for flying qualities. A 1970 utilization of bandwidth was in the
Neal-Smith criterion (see AFFDL-TR-70-74) consisting of empirical bounds on the closed-loop pitch
attitude resonance |θ/θc|max vs.- pilot equalization for a piloted closure designed to achieve a specified
bandwidth. Experience with this criterion has shown that the results can be sensitive to the selected value
of closed-loop bandwidth. The criterion developed herein bounds the value of bandwidth achievable
without threatening stability, thereby removing the necessity for selecting a value for ωBW a priori.
Another criterion utilizing bandwidth, suggested in AFFDL-TR-73-76, also selected a fixed value of
bandwidth (1 rad/sec for power approach). It utilized the phase margin, φM, and slope of the phase curve,
dφ/dω, at the selected bandwidth frequency as correlating parameters. Again, experience has shown that
the fixed value of bandwidth limits application of the criterion.
Most, if not all familiar handling quality metrics, are in fact related to bandwidth. However, these metrics
are generally tailored to classical aircraft which can be characterized by lower-order systems -- for
example, the q/FS and nz/FS transfer functions of section A, “CAP, …”.
It is easily shown for these (and similar) transfer functions that the quality of closed-loop error regulation
depends on the pilot's ability to increase the short-period root (ωsp) without driving it into the right half
(unstable) plane. As illustrated by the generic sketches in figure 58 for an idealized pilot supplying only
gain and pure delay, aircraft with low short-period damping ratio (ζsp), frequency (ωsp), or both, tend to
become unstable at low values of frequency (compare figures 58a and 58b). The aircraft of figure 58 is
represented as a simple short-period vehicle to simplify the example; for real highly augmented aircraft,
many more roots are involved.
Consider the bandwidth frequency as occurring at some (for now) arbitrary margin below the frequency of
instability (see boxes on root locus in figure 58). It can be seen from figure 58 that ωBW depends uniquely
on ωsp, ζsp, 1/Τθ2 , and τe (the delay, τe, draws the locus to the right as gain increases). Hence these
familiar flying quality metrics are, in fact, a measure of bandwidth. Again, we see that the flying qualities
application of bandwidth has roots in familiar metrics.
The present impetus for using ωBW as a criterion evolved from attempts to develop a flying quality
specification for aircraft utilizing unconventional response modes with direct force controls (wings-level
turns, pitch pointing, etc.), AFWAL-TR-91-3027. The infinite variety of responses that could occur due to
coupling within and between axes made it necessary to retreat to a more fundamental metric, which
turned out to be bandwidth. Strictly speaking, bandwidth in pitch involved θ/θC, a closed-loop describing
function of pilot/vehicle response. Here, however, a pilot model is merely a unity-gain feedback and so
bandwidth is specified in terms of the aircraft-alone gain and phase margins, only.
BANDWIDTH DEFINITION
The bandwidth as defined for handling quality criterion purposes is the highest frequency at which the
phase margin is at least 45 deg and the gain margin is at least 6 dB; both criteria must be met (figure 59).
Referring to figure 59, this describes the pilot's ability to double his gain or to add a time delay or phase
lag without causing an instability (Φ ≤ -180 deg at the ω for 0 dB gain indicates instability). In order to
apply this definition, one first determines the frequency for neutral stability, ω180, from the phase portion of
the Bode plot. The next step is to note the frequency at which the phase margin is 45 deg, ω135. This is
the bandwidth frequency as defined by phase, ωBWphase. Finally, note the amplitude corresponding to ω180
and add 6 dB. Find the frequency at which this value of response magnitude occurs; call it ωBWgain. The
bandwidth, ωBW, is the lesser of ωBWphase and ωBWgain.
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If ωBW = ωBWgain, the system is said to be gain-margin limited; that is, the aircraft is driven to neutral
stability when the pilot increases his gain by 6 dB (a factor of 2). Gain-margin-limited aircraft may have a
great deal of phase margin, ΦM, but then increasing the gain slightly causes a large decrease in ΦM. Such
systems are characterized by frequency-response amplitude plots that are flat, combined with phase plots
that roll off rapidly, such as shown in figure 59.
Several sets of data were correlated with bandwidth using the above definition. A typical result is shown
in figure 60 utilizing the data from AFFDL-TR-70-74. While there is a definite pilot rating trend with ωBW,
the scatter for bandwidths between 2 and 6 rad/sec does not allow a quantitative definition of flying quality
levels. A detailed analysis of the pilot/vehicle closure characteristics was made for Configurations 1D and
2I, to determine why these two configurations with nearly equal ωBW would have such a large difference in
pilot ratings (4 and 8 respectively). The detailed pilot/vehicle closures are shown in figures 61a and 61b.
The value of bandwidth is seen to be about the same for both cases. However, if the pilot were to track
very aggressively by further increasing his gain he could increase the bandwidth of configuration 1D
greatly
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without adding much pilot compensation. Configuration 2I, though, offers a much more modest possibility)
of increasing bandwidth (compare the root loci in figures 61a and 61b). This behavior is predictable from
the phase curves: configuration 1D has a phase curve that rolls off very gradually at frequencies above
ωBW, whereas the phase for 2I drops off rapidly as the frequency is increased above ωBW. It is not
surprising that this case (2I) received a poor pilot rating (PR = 8) considering that attempts at aggressive
tracking result in a closed-loop divergence. A steeper phase dropoff means less ability to increase
bandwidth unless lead is added, or less increase in bandwidth for a given increase in pilot lead. Hence we
have evidence that the ability of the pilot to attain good closed-loop regulation without threatening stability
depends not only on
1) The value of bandwidth, ωBW,
but also on
2) The shape of the phase curve at frequencies above ωBW.
Rapid rolloffs in phase are well represented by a pure time delay, e-jωτ. Since that represents a phase
contribution of just -ωτ, both of the key factors noted above will be accounted for by plotting pilot rating
data on a grid Of ωBW vs. τ. This is done for the AFFDL-TR-70-74 data (which were plotted versus ωBW
alone in figure 60) as shown on figure 62. The scatter is seen to be considerably reduced and the data
are reasonably well separated into Level 1, 2, and 3 regions. The values of τ used in this plot were
obtained from lower-order equivalent system fits of the higher-order system transfer functions (MDC Rpt
A6792) The lower-order equivalent system form was:
θ ( )
K θ s + 1 Tθ2 e − τes
Fes
=
[
s s 2 + 2ζ e ω e s + ω 2e ]
The zero 1/Tθ2 was fixed at the aircraft value (see earlier discussion of equivalent systems). But the
bandwidth criterion is intended to avoid the need for an equivalent system match. A workable and much
simpler approach is to note that to the extent that the rolloff in θ/FS phase beyond -180 deg can be
attributed to τe, we can estimate τe in the vicinity of some higher frequency ω1 (and associated phase φ1),
from:
− φ1 − 180 o
τp =
57.3 ω1
where ω1 is some frequency greater than the frequency for neutral stability3 and the symbol τp represents
the estimate of τe . Correlations between τe and τp for the combined AFFDL-TR-70-74 and AFFDL-TR-78-
122 data resulted in a correlation coefficient of 0.96. Thus, there is very good evidence that τp can be
used in place of τe in figure 62, as will be shown in Supporting data.
3
ω1 was taken as twice the neutral stability frequency, i.e. ω1 = 2ω180. Hence τ = -(φ2ω + 180°)/(57.3 x
180
2ω180). At the frequency 2ω180, structural or other modes may complicate analysis, thus making
application of this requirement difficult.
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FIGURE 59. Definition of bandwidth frequency ωBW from open loop frequency response.
FIGURE 60. Comparison of Neal-Smith data (AFFDL-TR-70-74) with bandwidth (mean ratings).
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FIGURE 61a. Level 1/2 system of Neal-Smith (lD): ωBW FIGURE 61b. Level 3 system of Neal-Smith (2I) ωBW =
= 2.7 rad/sec, mean PR = 4.1. 2.5 mean PR = 8.0.
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FIGURE 62. Correlation of pilot ratings with ωBW and τe (AFFDL-TR-70-74 data).
Responses that are gain-margin-limited tend to have shelf-like amplitude plots as shown on figure 63.
With such systems a small increase in pilot gain results in a large change in crossover frequency and a
corresponding rapid decrease in phase margin. The decrease in phase margin becomes critical for
attitude control when τp is moderately large (of order 0.1 to 0.2). The two configurations shown on figure
63 are taken from the AFFDL-TR-78-122 experiment. Applying the previously discussed definition of
bandwidth, we find that both Configurations 5-6 and 5-7 are pin-margin-limited. Both configurations suffer
from the same deficiency, i.e., moderate values of τe combined with a shelf-like amplitude curve that
results in a very rapid decrease in phase margin with small changes in pilot gain. However, the 6 dB limit
selected to define ωBWgain does not catch Configuration 5-6. While this configuration is correctly predicted
to be Level 2 (PR = 6) on the basis of τp, the value of ωBW is in the Level 1 region. Had a slightly higher
value of gain margin been picked to define ωBW, the bandwidths for Configurations 5-6 and 5-7 would be
approximately equal. However, because of the nature of shelf-like frequency responses, there will always
be a case which can fool the criterion. An experienced handling qualities engineer would immediately
recognize the shelf-like shape and moderate τp as a significant deficiency. However, the purpose of a
criterion is to eliminate such judgement calls. Nonetheless, it is not expected that this idiosyncrasy will
result in problems with correlating or predicting pilot rating data inasmuch as moderate (Level 2) values of
τp are required to get misleading values of ωBW (i.e., rapid phase rolloff in a frequency region where the
amplitude curve is flat must occur to get the effect shown on figure 63).
Supporting data
The data from Neal-Smith (AFFDL-TR-70-74) are compared with the bandwidth Category A requirements
on figure 64. Some points with discrepancies between the rating and the LOES criteria [table
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XIII] are filled in on figure 64. The bandwidth criteria correctly evaluate three or four of these five points.
These results are reasonably encouraging, though there are a number of Level 2 ratings at high values of
bandwidth. The abbreviated pilot comments (taken from AFFDL-TR-70-74 and AFFDL-TR-74-9) indicate
that abruptness and oversensitivity become a problem when ωBW is large. This was especially true of the
AFFDL-TR-74-9 pilot ratings (given in parentheses on figure 64). A possible boundary on ωBW is shown
on figure 64 to account for this problem. This boundary is considered tentative because the issue of
overresponsiveness is not completely understood at this time. A broader data base is felt to be necessary
to verify the results concerning an upper limit on ωBW, so this is indicated by a broken line on figure 57.
FIGURE 63. Large difference in bandwidth due to shelf in amplitude plot with
moderate values of τp (configurations of AFFDL-TR-78-122).
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FIGURE 64. Correlation of pilot ratings with ωBW and τp for Neal-Smith data (Category A) (data
from AFFDL-TR-70-74, ratings in parentheses from AFFDL-TR-74-9).
The evaluation maneuvers performed in the Neal-Smith study included a pitch-bar tracking test but did
not have an actual air-to-air tracking task. When tracking a target aircraft there is some suggestion of
acceptance of abruptness . For example, Configuration 13 in the AFFDL-TR-70-74 experiments was
rated 7 and 5.5 due to excessive sensitivity. However, in a follow-on experiment (AFFDL-TR-74-9) with a
target aircraft, Configuration 13 was rated a 2 on two separate evaluations. At first glance this would
seem to be an idiosyncrasy of different pilots in a different experiment; but during a repeat experiment,
.
the target aircraft was removed and the rating went from 2 back up to 7 (see ◊ on figure 64).
The data correlations on figure 64 represent up-and-away flight, and so are appropriate for generating
boundaries for Category A. Data (AFFDL-TR-78-122) for Category C (approach and landing) are
correlated with ωBW and τp on figure 65. The upper boundary on (ωBW for Level 1 is considered tentative
for the reasons discussed above.
The bandwidth criterion was developed for highly augmented aircraft, and the data shown in its support
have been for high-order systems. Figure 66 and 67 compare bandwidths of classical (unaugmented)
airplanes with pilot ratings obtained in flight simulations. For AFFDL-TR-66-63, AFFDL-TR-68-91,
Princeton University Rpt 777, and AFFDL-TR-69-3, the test vehicle was the USAF/CALSPAN T-33, for
which τp = 0.07 sec (due to actuation and feel systems); τp for the NASA-TN-D-3971 data, a Boeing 367-
80, is not known but is assumed to be about the same.
The classical-airplane data agree rather well with the Level 2 and 3 boundaries, but for both Categories A
and C the Level 1 boundary of figure 57 appears too stringent. (For example, in Category A flight, figure
57a does not allow τp greater than about 0.06 sec for Level 1, therefore all the figure 65 data (for τp =
0.07) should be rated Level 2 or worse. The data, however, tend to support a Level 1 boundary at ωBW = 4
rad/sec, as shown by the dashed line. No rating worse than 4-1/2 was given for ωBW > 4. The reasons for
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this disagreement have not been resolved, though the task used for evaluation, as discussed earlier, may
not have been tight enough to provoke pilot objections to response abruptness or to excessive time
delays.
No supporting data are available at this time to establish Category B boundaries.
Somewhat unstable configurations, with no bandwidth at all, can be flown quite safely (see discussion of
Level 3 requirements in Supporting data). Therefore, for statically unstable aircraft the Level 3
requirement stated earlier should be applied.
Reaction to these bandwidth criteria for pitch response has been mixed. While some have had moderate
or even better success with it, others comment that a) the criteria do not predict flying qualities Levels
correctly; b) the bandwidth criteria exclude some of the Level 1 CAP area, and vice versa; c) there are
cases in which τp is not close to τe, and d) path control is not addressed. Nevertheless, because of the
success cited we recommend using bandwidth along with other criteria.
For Level 3, see the discussion in section A and the supporting data in section B.
FIGURE 65. Correlation of pilot ratings with ωBW and τp for approach and landing (AFFDL-TR-122).
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FIGURE 66. Comparison of pilot ratings for Category A short-period configurations with bandwidth (classical airplanes).
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E. Closed-Loop Criterion
For pilot control of pitch attitude in the manner sketched,
where Yc is the transfer function of the aircraft and flight control system, θc is an external pitch command,
θe is pitch attitude error, F is pilot force on the pitch controller, δ is its deflection and Yp is the analytical
pilot model (either form is permitted):
(Tp1s + 1) (5s + 1) (Tp1s + 1)
Yp = K p e −.25s K p e −.25s
(Tp2 s + 1) or
s (Tp2 s + 1)
a bandwidth, defined by a closed-loop phase of -90 degrees, of
FLIGHT PHASE BANDWIDTH
Category A 3.5 rad/sec
Category B 1.5 rad/sec
Landing 2.5 rad/sec
Other Category C 1.5 rad/sec
shall be attainable with closed-loop droop no more than -3 dB for Levels 1 and 2 and closed-loop
resonance no greater than 3 dB for Level 1, 9 dB for Level 2 over the frequency range from 0 to 10
rad/sec. The pilot model is constrained to the given forms but there are no limits on Kp, Tp1 or Tp2. The
requirements apply for both force and deflection pilot control inputs. Figure 68, in the form of a Nichols
chart, illustrates these limits. The pilot output is force for force controllers (pilot controller force commands
the control effectors) and deflection for deflection controllers (pilot controller deflection commands the
control effectors).
For Level 3, T2, the time to double amplitude based on the value of the unstable root, shall be no less
than 6 seconds. In the presence of any other Level 3 flying qualities, ζsp shall be at least 0.05 unless flight
safety is otherwise demonstrated to the satisfaction of the procuring activity. T2 applies to the value of the
unstable root: T2 = - (ln 2)/λ where λ is the value of the unstable root.
The criteria contained in this paragraph are intended to ensure good dynamic performance capability of
the pilot-aircraft dynamic system. The form in which the criteria are stated was selected to permit
accommodation of highly augmented aircraft and systems with transport time delay or cascaded dynamic
elements. Through application of describing function techniques, the criteria may also permit investigation
of the effects of certain nonlinearities typically encountered in flight control systems.
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FIGURE 68. Design criteria for pitch dynamics with the pilot in the loop.
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The criteria as modified by Chalk (NASA-CR-159236) are derived from the work by Neal and Smith
reported in AFFDL-TR-70-74. The basic approach is to model the pilot-aircraft pitch attitude control loop
as a unity-feedback system with a pilot model of an assumed form in the forward loop. The form of the
assumed pilot model permits accounting for the following characteristics exhibited by pilots when
controlling dynamic systems:
• Adjustable gain.
• Time Delay
• Ability to develop lead, or to operate on derivative or rate information.
• Ability to develop lag, or to smooth inputs
• Ability to provide low-frequency integration
Neal and Smith's original version also placed limits on phase compensation in the pilot model.
The two forms of the pilot model account for the observed capabilities and limitations of the pilot with
sufficient accuracy to permit approximate analysis of the dynamics of the closed-loop pilot-aircraft system
in pitch. It should be emphasized that the pilot model need not be an exact analog of the human pilot in
order to be useful in the context of design criteria. The criteria are based on the hypothesis that if good
closed-loop dynamic performance can be achieved with an autopilot with the characteristics described by
the assumed pilot model, then the human pilot will also be able to achieve good closed-loop dynamic
performance with acceptable workload.
These two forms differ by the (5s + 1)/s term, the low-frequency integration capability. It is intended that
the form of the model without this term will be used when constant speed or two-degree-of-freedom
equations are used to represent the aircraft. In this case the aircraft transfer function should have a free s
in the denominator and low-frequency integration by the pilot will not be necessary. When three-degree-
of-freedom equations are used or when the flight control system uses attitude stabilization ("Aircraft
Dynamics and Automatic Controls"), it may be necessary for the pilot model to perform low-frequency
integration to avoid droop at frequencies less than ωBW.
The e-.25s term in the pilot model accounts for time delay in the pilot's neuromuscular system. The value of
0.25 sec. is based on delays observed in records for the discrete tracking task performed in AFFDL-TR-
70-74 and AFFDL-TR-78-122. These records exhibit delays ranging from 0.20 to 0.40 seconds. The value
of 0.25, selected on the basis of cut-and-try data correlation, is interrelated with the bandwidth frequency
that is specified for a given flight phase or task. The values of time delay (0.25 sec) and bandwidth (ωBW =
2.50 rad/sec) for the landing Flight Phase have been determined from empirical correlation of data in
AFFDL-TR-72-143 and AFFDL-TR-78-122.
Because the closed-loop pilot-aircraft dynamic system has been modeled as a negative feedback system
with unity gain in the feedback path, it is possible to relate the dynamic characteristics of the elements in
the forward loop, θ/θe = YpYc, to the dynamic characteristics of the closed-loop system, θ/θc = YpYc/(1 +
YpYc), through use of a Nichols chart. This diagram consists of the superposition of two grid systems. The
rectangular grid is the magnitude and phase of the forward-loop dynamic system, YpYc, while the curved
grid system represents the magnitude and phase of the closed-loop system, θ/θc = YpYc/(l + YpYc).
Therefore one can determine the closed-loop dynamic characteristics by plotting the magnitude and
phase of YpYc over a range of frequency on the rectangular grid.
It is hypothesized that a given Flight Phase or task performed in a typical environment will require certain
minimum dynamic characteristics of the closed-loop pilot-aircraft system. The parameters used to define
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the closed loop dynamic performance are bandwidth, droop at frequencies below the bandwidth and
resonance magnitude. These closed-loop system parameters are defined by the curved lines on figure
68. The maximum droop permitted for ω < ωBW is -3.0 dB. This value has been defined somewhat
arbitrarily but can be justified from examination of discrete tracking task records in AFFDL-TR-70-74 and
AFFDL- TR-78-122 and by interpretation of pilot comments in these documents.
SUPPORTING DATA
The bandwidth frequency and the closed-loop system resonance limits for Level 1 and Level 2 have been
determined from empirical data correlation, AFFDL-TR-70-74 and Radford and Smith in AFWAL-TR-80-
3067.
It is not feasible to present all the data available in the literature as substantiation of these closed-loop
criteria. Four configurations have been selected for presentation to illustrate characteristics of interest to
designers.
NASA-CR-159236 selected configurations 12 and 13 from AFFDL-TR-72-143 to illustrate dynamics
typical of these aircraft that might result from center of gravity variations. Configuration 13 is
representative of a forward c.g. while Configuration 12 represents an extreme aft c.g. which results in an
unstable real root with a time to double amplitude T2 = 2.1 sec.
The YpYc data for these two cases are plotted on figures 69 and 70. From the plot on figure 69 it is seen
that it was possible to find Kp, Tp1 values that would satisfy the design criteria for Level 1 for Configuration
13. This configuration was rated PR = 1-1/2, 2, 3 on three separate evaluations. The plot on figure 69
indicates, that it was not possible to find pilot compensation that would satisfy the Level 1 design criteria
for Configuration 12. It was possible, however, to satisfy the Level 2 design criteria. The pilot ratings for
Configuration 12, however, were PR = 10. To understand this rating, it is necessary to realize that to
obtain the plot illustrated, the pilot would have to develop large values of Tp1 and a very specific value of
Kp. This means he must operate on pitch rate information and he must constantly close the control loop
with very little variation in the pilot model parameters. Thus in reality there are more dimensions to the
criteria than are explicitly indicated by this requirement. [A good aircraft is one for which the closed-loop
performance is not critically dependent on the values of the pilot model parameters.) The open-loop
divergence limit of 4.4.1 on time to double amplitude would identify Configuration 12 as an unacceptable
design, i.e. the behavior of this aircraft with no pilot control is unacceptable.
Configurations 6-1 and 6-2 from AFFDL-TR-78-122 were selected in NASA-CR-159236 to illustrate the
detrimental effects that can result from cascading dynamic elements in the flight control system.
Configuration 6-1 had a second-order prefilter with ωn = 4 rad/sec and ζ = .7. Attempts to land this
configuration resulted in uncontrollable pilot-induced oscillations; pilot rating was 10. Removal of this
second-order prefilter and substitution of a lead-lag prefilter, (.06s + 1)/(.10s + 1), reduced the phase shift
and resulted in greatly improved flying qualities which were given a pilot rating of PR = 2. Figure 71
illustrates that Configuration 6-1 would exhibit large resonance when compensated by the pilot to achieve
ωBW = 2.5 rad/sec without violating the -3 dB droop constraint. Figure 72, the plot for Configuration 6-2,
illustrates that the Level 1 design criteria can easily be met by adjustment of the pilot model parameters,
for a range of values of Kp and Tp1; thus the closed-loop performance of Configuration 6-2 is not critically
dependent on specific values of the pilot model parameters. Pilot rating was 2.
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FIGURE 69. Amplitude-phase plot for FIGURE 70. Amplitude-phase plot for
configuration 13 (fwd; c.g.). configuration 12 (aft; c.g. - unstable).
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FIGURE 71. Amplitude-phase plot for FIGURE 72. Amplitude-phase plot for
configuration 6-1. configuration 6-2.
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Configurations 6-1 and 6-2 illustrate the degradation in flying qualities that ran result from excessive
phase shift in the pilot's command channel.
Although the Neal-Smith criteria account explicitly for pilot compensation, they may not always
adequately account for sensitivity of closed-loop performance to the pilot-chosen bandwidth (see Radford
and Smith in AFWAL-TR-80-3067).
Also note that the Neal-Smith criteria do not address path control at all; they examine only the pitch
attitude loop. Additional criteria would seem necessary to assure adequate path control: perhaps
ω 2sp /(n/α) or ωsp Tθ2. Sarrafian (NASA-TM-86728) has used another variant of the Neal-Smith technique
to correlate approach and landing data from two TIFS variable-stability airplane evaluation programs. He
closed an inner pitch attitude loop, for all configurations, with the same amount of pilot phase
compensation. Then closing an outer flight-path loop, he found that the achievable bandwidth correlated
the pilot ratings.
For Level 3, see the discussion in section A and the supporting data in section B.
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FIGURE 75. Design aim criteria for pitch attitude frequency response.
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Constant features:
• Zero attitude dropback line, along which the flight path time delay tγ equals Tθ2.
Analysis of low-order aircraft indicate that the satisfactory range of Category A short period frequency is
limited by values of tq between about 0.3 and 0.9 seconds. The area of satisfactory handling therefore lies
in the upper pan of the figure for large Tθ2 and moves down to the lower part with reducing Tθ2. Larger
values of tq are satisfactory for Category C, e.g., from 0.5 to 1.1 seconds for Class 4 aircraft up to possibly
2.0 seconds for large aircraft. With typical Tθ2 of 1.5 to 2.0 at low speed this is in a region of large
dropback and pitch rate overshoot, but these are acceptable up to at least 1.5 and 3.0 respectively.
The PIO line forms a lower limit which should not normally be approached if conventional damping
augmentation practices are followed, a practical limit slightly above it being expected. The zero dropback
line should normally be respected but in some cases the limit may be above it, e.g. in the landing
approach with Tθ2 = 2.0 the satisfactory Class 4 tγ limit of 1.5 seconds sets a minimum of 0.5 dropback.
With smaller Tθ2 a lower frequency can make a nominal zero dropback look like a large overshoot in the
first few seconds of the landing flare, but this is avoided by observing the tq limit.
These time response carpets cannot be used for plotting high-order aircraft results, as they will contain a
mixture of aerodynamic and FCS modes. Although the dropback and path delay remain connected by Tθ2,
they and the pitch rate overshoot and time to peak no longer have a unique relationship to ωspTθ2 and ζsp.
For the analysis or design of such systems the time-response features are considered individually.
Additional high-order effects will be evident most importantly in tq., the delay in reaching the pitch
acceleration peak which is a strong indicator of PIO and handling problems when greater than 0.3
seconds. The elimination of this defect is achieved by the frequency response shaping discussed later.
A conclusion to be drawn is that for low-order aircraft with elementary pitch damper augmentation, a low
maneuver margin should be aimed for, with its inherently high natural damping, if precision pitch handling
is required. This is completely consistent with the excellent Lightning low-altitude, high-speed (LAHS)
pitch handling characteristics where in fact a frequency lower than the MIL-F-8785C minimum is
satisfactory, together with only 2.0 lb/g stick forces. The much larger TSR2 prototype also had a low
maneuver margin, with good damping in the LAHS region and was taken on only its 20th flight to 550
knots at 250 feet over hilly terrain without any stability augmentation. It was rated as having control and
response well matched to this task.
From the combination of the facts that the MIL-F-8785C frequency is proportional to speed and the flight
is path time delay is inversely proportional to frequency (given constant maneuver margin and damping),
and hence that this time delay is inversely proportional to speed, it will be observed that the path distance
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represented by the delay is constant. In effect this reveals that the flight path response bandwidth could
be considered to be constant and independent of speed, which may be of relevance to close-in air-to-air
combat. If this is the case then this result is compatible with the concept of a fixed attitude frequency-
response bandwidth independent of speed also, a subject discussed here and also in AFWAL-TR-82-
3081.
We note that pitch-attitude overshoot (negative drop back, figure 73) and normal-acceleration hang-off
tendencies are sometimes found in rate command/attitude hold systems. One solution then is to quicken
the sluggish response by addition of a feed forward directly to the control surface.
Much work was done in attempting to predict pilot opinion from closed-loop analyses, though this does
not seem to have been followed in more recent years with the exception of the Neal and Smith criterion.
With the advent of the computing power potential of digital fly-by-wire it is now much more useful to the
flight control system designer to attempt to shape the aircraft frequency response into a form known to be
attractive to the pilot, with which he can perform both well and easily and hence will result in a good
opinion rating. The pilot model which achieves this aim is well known to be the simple gain and time
delay, the latter always being present in random error tracking. It is possible to define an envelope of
aircraft attitude response which is very robust, in the sense that the pilot can achieve good closed-loop
control with a wide range of gain and delay only. In this approach it is unnecessary to define a pilot-
vehicle bandwidth since he has a wide choice according to the needs of the task.
The classical aircraft dynamics which have always been shown to achieve the best ratings in simple
tracking experiments are a pure-gain pitch rate response and the resulting attitude response of K/s. Real
aircraft have inertia, control power limits, and pilots who dislike excessive pitch acceleration, and can only
be represented by this model at low frequencies. These attitude responses are indicated on figure 82
using the Nichols' chart form on which open-loop and closed-loop responses are related. Because of this
facility these charts are often more useful to the FCS control law designer than the more usual Bode
plots, even where no pilot model is being added to the aircraft response. On figure 82 a pilot gain and
delay model is added to a pure low-order attitude response to show good closed-loop performance with
negligible droop or resonance. The gain is chosen to give the pilot-vehicle open-loop crossover frequency
of 0.3 Hz, and a small delay typical of simulation results is selected. A K/s response is included for
comparison with the aircraft response with the crossover frequency.
This basic pilot model assumption underlies the aircraft response boundary limits used as a design
criterion. The crossover frequency typifies the upper end of the 1 to 2 rad/sec. range and the 0.2 second
time delay typifies the pilot delay noted generally in the literature in simulation experiments. WADC-TR-
57-520 measured the difference between flight and simulation to show that, while the lead or lag
equalization did not change, the pilot gain was lower and the time delay was larger in flight.
Choice of these values therefore represents an upper limit on pilot performance in the definition of aircraft
response boundaries. The choice of frequency in Hz rather than radian/second is deliberate since the
pilot sees frequency behavior in terms of its period or cycles per second, and this serves to present a
more obvious view of the effect of such boundaries.
Figure 75 shows optimum aircraft pitch attitude response boundaries for precision tracking tasks, in which
the crossover frequency of 0.3 Hz is inherently achieved with a low pilot gain appropriate to an aircraft low
stick force per g. If this criterion is satisfied, the allowable pilot phase lag for optimum tracking can be
attributed to his time delay and no further equalization is required from him. If the pilot chooses a lower
crossover frequency, the allowable lag increases and he can adopt a larger time delay without departing
from a good closed-loop performance.
These boundaries do not represent overall Level 1 limits. Depending on the task, responses outside them
can be very satisfactory. General characteristics associated with areas outside the boundaries are
indicated,
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and were derived from correlation with comment data from AFFDL-TR-74-9 and up-and-away flight
configurations. While the boundaries represent the small number of cases which were optimum for all
tasks, some cases attained Level 1 ratings for flight refueling despite bobble severe enough to degrade
pitch tracking to Level 2, and the best flight refueling case (really excellent) was close to the boundary
confines but was a poor Level 2 for gross maneuver because of unpredictable g response. Despite this it
had excellent flight path control with small delay, provided that aggressive control was not attempted.
More generally, attenuation greater than 5 or 6 dB/octave near the crossover frequencies is associated
with sluggish, unpredictable flight path control.
PHASE LAG
For an ideal low-order aircraft the maximum possible phase lag is zero for pitch acceleration, 90 degrees
for pitch rate, 180 degrees for pitch attitude, 270 degrees for flight-path angle, etc. Long experience has
shown that the addition of moderate actuation phase lags need not alter the essential low-order
characteristics so far as the pilot can observe them. It is also well established that good handling qualities
are confined to regions within this broad definition of low-order systems.
Hence an overriding consideration for high-order flight control system design should be an attempt to
contain phase lags to values no greater than the above plus say an extra 30 degrees for all frequencies
below 1.5 Hz or preferably even 2.0 Hz.
OTHER CONSIDERATIONS
Gibson's views on pilot-induced oscillations are discussed under 4.2.2 Guidance.
For Level 3, see the discussion in section A and the supporting data in section B of 4.2.1.2 Guidance
REQUIREMENT LESSONS LEARNED
Three major lessons have emerged from recent work on equivalent systems, and from flight experience
with several prototype airplanes.
a. There are sufficient parameters in the equivalent system models to allow correlation with flying
qualities problems of the very high-order systems which have so far been designed for operational aircraft
b. Of these equivalent parameters, large equivalent delays are highly correlated with pilot-induced
oscillation tendencies.
c. Succumbing to the temptation to add complexity to the flight control system can easily degrade, rather
than improve, the handling qualities.
The second lesson, though evident in the in-flight simulation data of DiFranco, Neal and Smith, and
LAHOS (AFFDL-TR-68-90, AFFDL-TR-70-74, and AFFDL-TR-78-122 respectively) has also been learned
the hard way. The Tornado experience described by Gibson in AGARD-CP-333 was discussed in
AGARD-AR-134 as follows:
[The Tornado description] is a rare example of a type of paper that should be
encouraged. In this paper the airplane designer admits that his airplane, equipped though
it is with a full authority fly-by-wire flight control system, turned out to have serious flying
qualities problems that required solutions. The example is rare not because problems
occurred, but because the designer was willing to report on the experience. In fact,
similar problems (pitch PIO in landing caused by control system phase shift and roll PIO
caused by high roll control gain) have been experienced in highly augmented aircraft
designed in the USA such as the YF-17, YF-16, F-18, and Space Shuttle.
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In the Tornado example, the problem was related to excessive pitch command pins and the phase lag
from low-frequency filters (i.e., large -τe). Richards and Pilcher (“SETP Cockpit”) give a frank discussion of
PIOs (lateral in this case) encountered when the demanding task of shipboard landing was first evaluated
with an early F-18 version containing excessive equivalent delay.
An important lesson learned from both the Tornado and F-18 experience is that the pilot-induced
oscillations due to equivalent delay, or phase shift, though pronounced, can be very isolated. Lateral PIOs
occurred in two of the 49 carrier landings performed with the F-18. Considerable flight experience had
been accumulated on the Tornado before the hard landing reported by Gibson.
Differences between ground-based simulation and in-flight characteristics appear inherent in experience
with the above aircraft. Presumably all these aircraft were simulated on ground equipment during the
design, and their problems only appeared later in flight. The differences, seen in the early results of
DiFranco (AFFDL-TR-68-90) and Parrag (AFFDL-TR-67-19) have also been the subject of some recent
study. Figure 83 illustrates some differences between pilot ratings for various equivalent delays in various
simulations. The figure is from AlAA Paper 80-1611-CP, which summarizes the lessons learned:
FIGURE 83. Comparison of equivalent delay effects in pitch or roll response to stick
force for different simulations (from AIAA Paper 80-1611-CP).
Pilot rating degradation due to equivalent delays is often far more serious in flight than on
a ground-based simulator.... Most of the data show a threshold in pilot rating degradation
due to delay followed by a fairly linear increase in the rating.
The Navion in-flight results [“Pilot Opinions for Sampling Effects in Lateral-Directional
Control" and AIAA Paper 79-1962] form both extremes of the data, i.e., producing the
most immediate degradation due to delay (for lateral dynamics) and also the least
ultimate degradation (for longitudinal dynamics).
The MCAIR ground-based data are similar to the F-8 low stress landings of Berry, et al
[AIAA Paper 80-1626-CP]. The F-8 high stress landing data closely approach the NT-33
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FIGURE 84. AFTI/F-16 independent back-up pitch rate feedback block diagram.
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However, when this system was simulated and flown on the USAF/Calspan NT-33, it received Cooper-
Harper pilot ratings of 8 and 9, and was considered extremely sluggish with very heavy control forces. An
equivalent system match of the θ/Fs transfer function (see figure 86) clearly shows why the airplane was
Level 3: equivalent ωsp = 0.685 rad/sec (with n/α = 3.9) is Level 2 on figure 13c; and τe = 0.186 is Level 2.
What appeared to be an adequate augmentation (figure 86) results in an airplane that is not much better
than the basic F-16. Note that the equivalent short period is lower than either ω1 or ω2 in figure 86 - an
illustration of the fact that it is incorrect to pick a dominant root to plot on the figure 13 boundaries.
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In its application to direct force control modes, AFWAL-TR-81-3027, the bandwidth criterion was found to
work in areas where conventional criteria are inappropriate. This is discussed in more detail in 4.6.1.3.
Another lesson is that many pilots dislike having to push forward to get the aircraft on the ground at the
end of a landing flare, a characteristic noticed on a number of attitude-hold systems. They can learn to do
it, but it is against training and instinct.
Rynaski (Calspan Final Rpt No 7205-8) and Hoh (“STOL Handling Qualities Criteria for Precision
Landing”) point out that the location of the integrator inverse time constant with respect to 1/ Tθ2 [ figure
87], and the low-frequency residue, can alter the classical α response, in which a step control input soon
produces a constant angle-of-attack increment. The q feedback will tend to cancel some poles with zeros
of the q/qe transfer function to give a normal-looking mid-frequency response, and also to suppress the
low-frequency phugoid response; but the zeros of α/qe and γ/qe do not cancel any closed-loop poles. As a
result, a conventional-appearing θ/qcmd response can easily be obtained but the α/qcmd and γ/qcmd transfer
functions must still have an extra pole-zero pair. Only if 1/Tq is chosen to be near 1/ Tθ2 can the α
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response to a step command be kept from ramping off instead of reaching a steady value, as it does in
the conventional case. Unless 1/Tq is so chosen, there will no longer be a consistent relationship between
γ and θ (since θ) is still α + γ), so that the common piloting technique of controlling γ through θ will be
more difficult. This inconsistency could be important in tasks involving precise control of the flight path.
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VERIFICATION GUIDANCE
The related MIL-F-8785C requirements are paragraphs 3.2.2.1, 3.2.2.1.1 and 3.2.2.1.2.1.
a. Analysis
As a guide to critical flight conditions, here are some simple analytical approximations for some
longitudinal dynamics parameters. Values of the corresponding equivalent-system parameters, however,
may be quite different because of higher-order effects [This possibility applies to transfer-function zeros
(e.g., 1/Tθ2) as well as poles] even if there is only one pitch controller.
Static margin: hn =
& Cmα/ CNα , % c /100 if Mu =
& 0
(More generally, hn is related to dδe/dV in stabilized straight flight)
Maneuver margin: hm =
& -[Cmα/ CNα + Cmq, gρ c /(4W/S)], % c /100
Phugoid: ω2p =
& 2(g/V)2 hn/hm + thrust & Mach effects, r2/s2
2ζpωp =
& 2(g/V)(CD/CL) + thrust & Mach effects, r/s
Short period: ω 2sp =
2
& ghm/( CL1 k y c ), r2/s2
g
2ζspωsp =
& [CNα - (Cmq + Cmα)/(2ky)2] , r/s
VCL1
n/α =
& CNα/CL1
1/Tθ2 =
& (g/V) (n/α)
rise time ∆t =
& 1/( Tθ2 ω 2sp )
where
CL1 = W/( q S), k 2y = Iy/(m c 2)
Frequency-response magnitude and phase
Factor Exact Approximate
(jω+1/τ)±1=Me jΦ 2
M=(ω +1/τ )± 2 1/2
M =
& (1/τ)±1
Φ = ± tan-1(τω) Φ =
& ±τω for ω << 1/τ
M =
& ω±1
Φ =
& ± π/2 m 1/(τω) for ω >> 1/τ
[(jω)2+2ζωnjω + ω n ] ± =
2
M=[( ωn2 -ω2)2+4ζ2 ω n ω2]±1/2
2 M =
& ωn±2
MejΦ Φ =
& ± 2ζ(ω/ωn) for ω << ωn
Φ = ±tan-1{2ζ(ω/ωn)/[1-(ω/ωn)2]}
}
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M =
& ω±2
Φ =
& ± π m 2ζωn/ω for ω >> ωn
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The peak overshoot ratio for pitch response to a step control input can be estimated from figure 88. It is
apparent that overshoot are also possible with ζsp > 1 or ωsp Tθ2 < 1. A pure time delay, τ, Laplace
transformed as e-τs, gives a frequency-domain phase lag of φ = -τω and a constant magnitude of 1 ( 0 db).
FIGURE 88. Maximum pitch rate overshoot for a step control input (from DOT/FAA/CT-82/130-II).
In determining the validity of equivalent-system parameter estimates, the kinds of feedback and
compensation should be considered. In a simple case, matching only the pitch transfer function may be
adequate for 4.2.1.2. But generally, for the most accurate parameter identification all the data available
should be used. Pitch rate and normal acceleration only serve in more complex cases as a minimum to
assure kinematic relationships that match the assumptions.
McRuer and Myers (DOT/FAA/CT-82/130-II) show that for a superaugmented aircraft using high-gain
pitch-rate feedback with forward-loop integration (an equalization element Kq(s + 1/'Tq)/s] gives a normal-
looking short-period pitch transfer function except that its parameters are approximately
ζ =
& Q K qTqMδ / 2 crossover frequency (where M = 0 dB) of
high-gain asymptote:
Numerator 1/T =& 1/Tq ω c 0 =& k qM δ
Such augmentation tends to eliminate the phugoid mode, giving a very flat pitch response at low-
frequency (such an aircraft will be stable, although the u, α, γ and θ responses to control inputs will have
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a pole at s = 0). Care must be taken to account for all the contributions of flight control system
components to the equivalent time delay.
While normally the trim nz makes little difference in longitudinal dynamic response, there can be
exceptions as aerodynamic characteristics vary with speed or Mach number and angle of attack. Roll-
induced inertial coupling is the subject of 4.8.1. Especially at low speed or high angle of attack, sideslip or
even coordinated turns can sometimes produce altered, coupled motions. The requirements apply
throughout the flight envelope, and for all amplitudes of motion. Both flight- and computer-generated time
histories, for example, can be Fast-Fourier-Transformed to get the equivalent linear-model parameters
that best represent the full nonlinear, time-varying motion.
In order to meet the Neal-Smith pilot-in-the-loop criteria, the designer must succeed in finding a
combination of Kp, Tp1, and Tp2 which will cause the amplitude and phase of YpYc to plot in the Level 1
region of figure 68. It is necessary therefore to perform a parameter search. This search procedure is not
difficult; it can be performed graphically using aids described in AFFDL-TR-70-74, or the process can be
mechanized on a digital computer. Because the calculations involved in evaluating the magnitude and
phase of YpYc as a function of frequency are simple to perform, it is feasible to use a simple trial-and-error
approach to test whether or not a proposed aircraft design meets the criteria.
Construction of frequency responses for matching or plotting is conveniently performed by linearizing the
high-order system (for all possible input amplitudes, if necessary). The linearized high-order model is
almost always available because it is used in the design process. If it is not and, for example, a flight
control element is to be changed on an existing system, and relinearization is not feasible, then fast
fourier analysis of a nonlinear simulation model of the system works well (as discussed below). The exact
linearized model must account for the lower-frequency effects of structural filters, aliasing, etc. in order to
faithfully represent the response in the frequency range of primary interest to flying qualities, past 10
rad/sec.
b. Simulation
Fast Fourier analysis of real-time or non-real-time simulations of the aircraft is best performed using
responses to a stick force input with wide frequency content. Background can be found, for example, in
“Applied Time Series Analysis, Vol. I, Basic Techniques."
c. Flight Test
Flight testing goals are to identify the aircraft, evaluate its operational merits, and determine specification
compliance. With limited flight time and test resources available, it is a challenge to get the data needed.
Only a very limited amount of compliance will be demonstrated directly. For the rest, flight validation/
correction of analytical models of the aircraft will make further checking possible.
AIAA Paper 80-1611-CP, AFFTC-TR-77-27, AIAA Paper 80-1633, and AFWAL-TR-81-3027 describe fast
Fourier reduction of flight data. AFFTC-TR-77-27 describes AFFTC experience with the method. AIAA
Paper 80-1633 discusses use of an electronically generated frequency sweep which worked adequately,
and AIAA Paper 80-1611-CP shows that FFT can work adequately even when the test condition is
theoretically least suited to the method. AFWAL-TR-81-3027 shows a pilot-generated frequency sweep
that worked very well. A typical frequency sweep and the resulting Bode plot (for a direct side force
control configuration from AFWAL-TR-81-3027) are shown on figure 89. The instrumentation required to
obtain these data was minimal, consisting of a yaw rate gyro and a pedal position transducer.
d. Piloting Aspects of Flight Test for Augmented Aircraft
AIAA Paper 80-1611-CP discusses the piloting aspects of flight test for augmented aircraft, from which
the following is extracted. The same factors apply to ground-based simulation.
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Figure [90] illustrates a landing time history of a configuration with 0.17 seconds actual
delay in the longitudinal command path. The landing is reasonably routine. Figure [91]
shows the same configuration, with the same pilot, on a different landing. A pilot-induced
oscillation, with virtual loss of control, is evident. As discussed by Smith [AFWAL-TR-81-
3116], a high rate of descent had developed which forced the pilot to control the aircraft
more urgently…. The pilot awarded a rating of 5 presumably on the basis that the aircraft
had been landed routinely, with some deficiencies, on two occasions, and control was
almost lost on one landing due to one of those momentary aberrations which afflict pilots
for reasons unknown.
During the simulation the pilot in question proved himself to be adaptable to widely
different dynamics, whereas the main evaluation pilot in the same program, for example,
registered a more consistently progressive deterioration in rating as the dynamic flying
qualities parameters of the aircraft were degraded. The two pilots, though both highly
skilled, therefore demonstrated a contrast in piloting technique. This contrast is significant
because both adaptability and consistency are qualities which are needed, and therefore
commonly exhibited, by many development test pilots. The adaptive technique, however,
presents more of a challenge to the flying qualities engineer. He must pay particular
attention to pilot briefing and to choice of piloting task.
Pilot Briefing - Augmented dynamics possess potential problems which might not appear
unless the pilot adheres to the properly chosen demanding task. Therefore, the briefing
should encourage the pilot to tackle the task aggressively but realistically. If the pilot is
not aware of Smith's discussion of flying qualities cliffs, the briefing should include it
[AFFDL- TR-78-122]. The classic cliff example is the peculiarity of lags in augmented
dynamics, which can produce excellent flying qualities in loosely defined tasks, but pilot-
induced oscillations in tightly-defined tasks. Therefore, the pilot should be encouraged to
demand much of the aircraft.
Piloting Task - A demanding but realistic task must be flown to expose potential flying
qualities problems. An offset precision touchdown has proved very suitable for exploring
longitudinal landing dynamics, for example. However, this is not necessarily the critical
task - for lateral dynamics. Task selection is difficult because pilot's perceptions of
difficulty are sometimes misleading: the approach is commonly considered more difficult
than flare and touchdown, for example, whereas the touchdown phase can clearly be
critical [AFFDL- TR-78-122] .... There is an obvious need for operational realism in tasks,
though there is some evidence that deliberately unrealistic tasks such as handling
qualities during tracking (HQDT), might conveniently predict... difficulties in other more
realistic tasks [AFFTC-TD-75-1].
The values of τp and ωBW required to demonstrate compliance with the figure 57 boundaries are obtained
from open-loop frequency responses of pitch attitude such as those shown in figures 15, 17, and 19.
These plots may be obtained from analyses (figure 59) or from Fourier-transformed flight test or Simulator
data such as was shown in figure 89. The Air Force Flight Test Center (AFFTC) has had considerable
success in Fourier transforming flight test data taken during operational tasks (as opposed to specially
tailored frequency sweeps). This saves flight test time and allows configuration identification at the flight
condition to be utilized operationally.
If significant nonlinearities are present in the system, the open-loop frequency response will depend on
the size of the input used in the identification process. When such nonlinearities are suspected, several
frequency sweeps should be accomplished with different input magnitudes. Data taken during operational
tasks will implicitly account for nonlinear effects if technically good data can be obtained.
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In practice a true step is not usually feasible. Time may be measured from the midpoint of the control
input transient, as sketched, for the most abrupt input feasible. Good instrumentation will be needed to
measure the time delay accurately.
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phase margin exists there; that is, if the phase angle of the nz (jω) transfer function is as negative as -180
deg at the resonant frequency. Using a pure 0.25 sec time delay plus gain to model the pilot, the stated
phase requirement for the aircraft is evolved. Violation of the phase criterion implies that if the pilot
switches to azp control, the acceleration loop will be dynamically unstable and a PIO will be initiated. This
paragraph provides the flight control system engineer with a quantitative criterion for minimum required
dynamic performance of feel and control systems.
The minimum amplitude cited is proposed as a quantitative guide for preliminary identification in the
design process (airframe or flight control system) of a threshold of pilot sensitivity, below which PIOs are
unlikely. A combined threshold is postulated of maximum acceptable rms pitch rate in tracking and
minimum az consciously felt by the pilot. More data should be collected from in-flight simulation to
establish the validity of this response ratio; the number selected, 0.012 g/deg/sec, conforms to past cases
of longitudinal PIO (AFFDL-TR-77-57).
The frequency ωR is, in disguise, a closed-loop, pilot/vehicle parameter. Fortunately it is also a very
physical parameter (pitch loop resonant frequency) that is readily understood and accepted. No method is
given in the standard for its selection; methods for doing so are contained in AFFDL-TR-77-57. The
frequency ωR can be readily identified from flight test.
The existence of a significant resonance in closed-loop pitch attitude control indicates that the pilot has
closed the loop with very little phase or gain margin. It is difficult to conceive how such closures would
occur on aircraft that meet the Level 1 equivalent system or bandwidth boundaries (4.2.1.2).
Gibson's views of PIOs are taken directly from ICAS-86-5.3.4:
High order characteristics are associated with pilot-vehicle closed loop handling problems
or PIO. As this term has been used to describe low order problems, the differences
should be clearly understood. The abrupt pitch bobble type is discontinuous, consisting of
repeated tracking corrections. The sluggish pitch overdriving type is also discontinuous
with input pulses to stop the unpredictable excess in response. Although the aircraft is
not under complete control, it is not out of control.
High-order PIO is a continuous out of control attitude instability, the amplitude ranging
from small to large and potentially destructive. Because the problem is due to inadequate
pilot-vehicle closed loop gain and phase margins, examination of the pitch attitude
frequency response identifies the cause and the solution.
Figure 76 shows the features which separate low and high-order pitch handling. The area
of interest can be confined to the region of phase lags between 180 and 200 degrees
which determines the PIO frequency. This arises from the success of the synchronous
pilot (NOR-64-143) in PIO analysis, assuming that any pre-PIO equalization is
abandoned for a pure gain behaviour in the undamped or divergent oscillation. The
correct frequency is adopted instantaneously with the stick in phase with the pitch attitude
error and 180 degrees out of phase with the attitude. The stick is not always moved so
purely in practice, but very often the pilot can be seen to apply the stick a little too quickly
and then hold it while waiting for the pitch rate reversal before also reversing the stick.
The tendency of a configuration to PIO can therefore be assessed without using a pilot
model by empirically establishing the range of characteristics found in actual PIO
examples. Enough have now been published to do this with considerable accuracy. An
important feature at the PIO frequency is the response gain. If this is small enough,
dangerous oscillation amplitudes cannot occur, and PIO has not been found where this is
less than 0.1 degrees per pound of stick force. This is not a completely necessary
condition but it is a highly desirable design aim.
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PIO's have occurred most frequently, though not exclusively, in the landing flare. The
connection with the commonplace stick pumping is well established. This subconscious
excitation of pitch acceleration in the flare occurs near the same frequency as a PIO. If
the attitude in the oscillation suddenly intrudes into the pilot's awareness, a ready-made
PIO is already in existence. The lower the frequency, the large is the attitude oscillation at
the usual acceleration amplitude of about 6 deg/sec2, and the more likely the conversion
becomes. This indicates strongly the desirability of a high crossover frequency through
the PIO region.
While an oscillation amplitude of less than 0.5 degree in the flare will not usually be
noticed, the one significantly more than a degree is very likely to, this or the
corresponding pumping/PIO frequency is not an ideal parameter for correlation. The most
successful has proved to be the rate at which the pitch attitude phase lag increases with
frequency in the PIO lag crossover region, equally applicable to the landing or to target
tracking tasks. By the nature of the attitude frequency response, if the crossover
frequency is low and the attitude attenuates only slowly towards the crossover region, the
phase rate is large. If the frequency is high and there is substantial attenuation, the phase
rate is low. The gain margin is increased, the stick pumping amplitude is reduced and the
tendency to PIO is decreased automatically by designing a low phase rate into the control
laws.
This simple attitude parameter alone is almost sufficient to quantify the tendency to high
order PIO, and it correlates well with available examples of high order PIO. Figure 77
shows the trends, with an accuracy good enough to allow Level 1, 2 and 3 boundaries to
be drawn, if desired. For the control law designer it is enough to aim for a phase rate of
less than 100 degrees per cps and attitude response phase rate of less than 100 degrees
per cps and attitude response smaller than 0.1 deg/lb at the crossover. These
characteristics are a natural feature of low order aircraft whose attitude phase lag
exceeds ISO degrees due to the power control and so could in principle suffer from PIO,
yet do not. Early examples of bobweight PIO were high-order in kind and are found to
have had very large phase rates with the stick free.
For most combat aircraft configuration, consideration of normal acceleration effects does
not improve the PIO analysis. The g at the cockpit is usually attenuated and phase
advanced relative to the cg and will often not reach the 180 degrees lag necessary for
piloted instability. Human sensing of the g response is poor and at the initiation of the PIO
the g may be undetectable. In large aircraft with the cockpit far ahead of the cg, the
heave can have a significant effect and has to be taken into account in the dominant
requirement to optimize the pitch attitude behaviour.
Although the attitude to stick force response gain is significant in PIO, there is little
evidence that a damper modifies the pilot's stick phasing in a PIO and only the stiffness
component should be used. Where PIO tendencies exist, they will be exacerbated by a
high stick stiffness. Gradients of 5 to 8 lb/in with forces of 2 to 2.5 lb/g have proved to be
extremely satisfactory for [fly-by-wire] aircraft. Designed to the phase rate and gain
margin criteria discussed above, the attitude gain phase rate and gain at the PIO
frequency is only some 0.5 deg/in. In AFFDL-TR-74-9 case 4D had high phase rate and
low PIO gain margin. With a gradient of 22 lb/in and 6.7 lb/g it had an attitude gain of 7
deg/in at the PIO frequency. Not surprisingly it suffered from continuous pitch oscillations
and severe tracking PIO, earning ratings of 9 and 10.
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The boundaries in the frequency response criteria of figure [75] are based directly on
these considerations and will eliminate high order PIO. Low order PIO will also be
eliminated by the optimization criteria given above.
SUPPORTING DATA
AFFDL-TR-77-57 illustrated several examples of PIO-prone aircraft. One example is similar to the YF-17
as simulated on the USAF/Calspan variable stability T-33. The θ and azp transfer functions are given as
follows4;
θ K θ (2) (2.3) [.44,11.]
=
Fs (0) (5) [.89,1.98] [.7,4.0]
A Bode pilot of the open-loop system dynamics YOL = Yp (θ/FS) is also shown on figure 92. Figure 92
indicates that the absolute maximum crossover frequency with the Yp(jω) is 3.3 rad/sec. Accordingly, ωc =
2.9 was selected and is assumed to be consistent with what would be measured in actual flight; this,
yields a small phase margin (about 16 deg). Obviously, even small increases in pilot gain will rapidly
degrade system stability. This result appears to be consistent with the evaluation pilots' comments about
the poor pitch handling qualities of this configuration in flight tests (AIAA Paper 75-985).
4
(1/T) → [s + 1/T]; [ζ, ω] → [s2 + 2ζωs + ω2]
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The corresponding closed-loop dynamics, θ/θc = YCL, are shown on figure 92 for ωc = 2.9. Obviously the
closed-loop system is extremely resonant at this condition. It is evident by inspection that the resonant
peak of θ/θc will dominate the azp power spectrum. The corresponding damping ratio for this mode is
approximately 0.03. Thus, by the simplified criterion for subjective predictability, it must be concluded that
PIO cannot be ruled out on the basis of pitch control handling qualities. The resonance frequency ωR is
3.0 rad/sec for the given Yp(jω) More pilot lead and higher pin would increase ωR somewhat.
By the assessment rules of AFFDL-TR-77-57, the analysis must now proceed to an investigation of
stability of the azp → Fs loop when the pilot's gain is adjusted to make ωc = ωR. The total azp → Fs system
phase (φ) versus frequency is plotted on figure 93 in accordance with the rules of the PIO theory. The
pilot time delay was assumed to be 0.25 seconds. At ω = 3.0 we have φ = -205 deg, 180 + φ = -25 deg
(the system phase margin), and we see that the acceleration-closed loop is unstable. Thus, longitudinal
PIO can be initiated provided that the pilot attempts to control azp.
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& | (3.0j) is 0.031 g/deg/sec. Thus by present theory we would be justified in concluding
The ratio |azp / θ
PIO would be likely with this airplane and control system.
The actual normal acceleration dynamics simulated with the NT-33A yield |azp / θ & | (3.0j) = 0.0213
g/deg/sec. This is about twice the criterion value of 0.012; on that basis it can be concluded that errors in
the simulation of azp motion amplitude were probably of no consequence.
The PIO frequency and amplitude obtained with the NT-33A simulation are unpublished. It is known from
informal communication between the writer of AFFDL-TR-77-57 and Calspan staff members that the PIO
frequency was approximately 1/2 cps. It may therefore be concluded that this analysis (and, as a
consequence, the present theory) is supported by the flight test results.
REQUIREMENT LESSONS LEARNED
The example given in the Supporting Data showed that the criterion successfully predicted a PIO. But,
what if we checked the pitch dynamics against the equivalent systems or bandwidth criteria of 4.2.1.2? A
lower order equivalent system was not run for the dynamics presented. However, defining the short-
period damping as 0.89 (as is done in AFFDL-TR-77-57) may not be appropriate considering the
significant number of higher-order modes that exist. The bandwidth criterion can be checked directly from
figure 92 (θ/Fs) with the following results:
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TABLE XIV. Classification of some known PIO cases (from NOR-64-143).
Examples shown as: SPECIES (Aircraft); Critical Subsystem*; Critical Flight Condition**: Remarks
TYPE
CLASS I. LINEAR II. SERIES NONLINEAR ELEMENTS III. SUBSIDIARY FEEDBACK NONLINEAR
ELEMENTS
IMPROMPER SIMULATION; D, V; a: PORPOISING (SB2C-1); F; c: Hysteresis in BOBWEIGHT BREAKOUT (A4D-1, T-38A): F,
Abnormally high value of 1/Tθ2 and low (ζω)sp stick versus elevator deflection resulted in low- B; a: At high-g maneuvers the bobweight
led to zero ζsp when regulating large frequency speed and climb oscillations. overcomes system friction and reduces
disturbances. apparent damping of the aircraft in response to
force inputs, resulting in large oscillations at
short-period.
GCA-INDUCED PHUGOID (C-97); D; c, b: J. C. MANEUVER (F-86D, F-100C); F, S; a: LOSS OF PITCH DAMPER
Lag from radar-detected error to voice Valve friction plus compliant cabling resulted in
command led to unstable closed-loop large oscillations at short period.
PITCH phugoid mode.
ARM ON STICK (A4D-1, T-38A); F; a: Arm PITCH-UP (XF-104, F-101B, F-102A); V; c:
mass increases feel system inertia, leads via Unstable kink in M(α) curve led to moderate-
B feedback to unstable coupling with short- period oscillations of varying amplitudes
period dynamics if pilot merely hangs loosely (depending on extent and nature of the kink)
onto stick after a large input. during maneuvers near the critical angle-of-
attack.
LANDING PIO (X-15); S; b: Closed loop around
elevator rate limiting caused moderate
oscillations at short-period.
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292
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APPENDIX A
FIGURE 94. Effect of dither on B-1 limit cycle oscillations (from AFFTC-TR-79-2).
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APPENDIX A
Generally ωa > ωsp, but it is conceivable this may not hold universally. Figure 95 shows no ill effects from
ωa = 1.25, ωsp < 1 for simulated approach and landing of a very large transport. The initial az seems to
help overcome -- to an extent -- any adverse time-delay effects, but a limit might be reached where the
initial response is too abrupt.
Blended direct-lift control has not always produced the expected gains. The F-16 CCV and AFTI
maneuver enhancement modes were well liked for both their quickened path response and their gust
alleviation. But evaluating washed-out spoiler blended with elevator control, Hanke, Wilhelm and Lange
(AGARD-CP-333) found deteriorating ratings with increasing DLC gain. Evidently, if the pilot must close
an inner attitude loop, he needs some phase separation between pitch and path responses in order to
distinguish the two during the approach phase of landing. For the classical case, this separation is given
by tan-lωsp Tθ2. Another in-flight evaluation, of approaches and actual landings with a rate
command/attitude hold system, failed to realize the improved ratings that DLC had produced in ground-
based simulations--it has been argued whether the disturbing heave motion associated with stick,
motions was attributable to the basic DLC or was an artifact of the simulation (Mooij and Van Gool,
AGARD-CP-333)
REQUIREMENT LESSONS LEARNED
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FIGURE 95. Pilot rating vs pilot position - center of rotation (from AFWAL-TR-81-3118).
The instantaneous center of rotation for control inputs is at lCR = Zδ/(Mδ + Zδ M w& ) =
& Zδ/Mδ, positive
forward of the c.g. [Zδ = - q S CLδ /m, Mδ = q S c Cmδ /IY].
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APPENDIX A
2l x l c c C mα C mα
C + C − 1 − C 1− c
C Lδ m q mα& 2 l C Nα C C
a l g/ V c c Nα s − g l Nα l c Nα
Nδ z = − g 1 − x
s 2 − c
C L1 l CR 2k 2y C L1 1 − l x / l CR k 2y c 2 C L1 1 − l x / l CR
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at a distance lx forward of the c.g., where ky = Iy /(m c 2). Fuselage bending might also affect the
response.
VERIFICATION LESSONS LEARNED
With the USAF-Calspan TIFS (Total In-Flight Simulator) airplane, attempts to control the value of 1/Tθ2 via
direct lift control have excited a structural mode which was very evident in the evaluation cockpit at high
DLC gain. In one recent case the result was a long time delay followed by a very abrupt response at the
cockpit, which the pilot rated unacceptable or uncontrollable. Since all aircraft have some flexibility, the
lesson is to be alert for aeroservoelastic effects on flying qualities as well as on the structure and the flight
control system.
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VERIFICATION GUIDANCE
Worst-cast flight conditions should be identified and tested. High control effectiveness, authority and gain;
low or negative static stability or damping; low weight and inertia will tend to make the transients larger.
Generally a dynamic analysis is needed, but constant speed can be assumed for the two-second period
of time.
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APPENDIX A
VERIFICATION GUIDANCE
Compliance should be evaluated at likely conditions for mode switching and at the most critical flight
conditions. Critical conditions will usually be the corners of the expected operational envelopes (e.g., a
SAS for power approach should be switched at the highest and lowest expected airspeeds, at low
altitudes). Some factors which determine critical conditions are given in the discussion of 4.2.6.1. Limited
analytical and ground-based simulation may be used to supplement actual flight testing, especially in the
early stages of development, but flight testing is ultimately required.
VERIFICATION LESSONS LEARNED
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where T is the 1-g trim thrust (which normally varies little with nz) and δ is a generic pitch control
deflection. Throttle setting is constant.
Measuring α to the principal axis and nz normal to the flight path.
− C L1 Cm C I − I xp g c
α (n − 1) + mq − zp 1
δ= z ⋅ sin α cos α n z −
C mα C Lα 4µ n zmc 2 V2 n z
C mδ − C Lδ
CLα
He
m cos( α + ε) ⋅ 1 − 1/ n 2z
mV c
where CL1 = W/( q S), µ = (W/S)/(gρ c ), sub p indicates principal axes, He is the engine angular
momentum Ieωe, nz =cosγ/cosφ) and ε is the inclination of the engine rotor axis to the principal x axis. In
the last term, the - is for right turns and the + is for left turns.
Initial flight safety restrictions to 80 percent of limit load may well dictate that the required Level 1 and 2
capability first be demonstrated in the course of the flight loads demonstration program. But the often
critical effects of angle of attack can still be investigated earlier, at higher altitude.
VERIFICATION LESSONS LEARNED
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*NOTE: Between 300 and 400 kts, flight test data on an aircraft with a "g” limiter indicated that it took 3
seconds to go from 2 g's to 6 g's with a step input. The report indicated that this was inadequate for air-to-
ground operations. All load factors are measured at the c.g.
REQUIREMENT LESSONS LEARNED
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APPENDIX A
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APPENDIX A
The increased rolling friction force gives a nose-down pitching moment about the aircraft c.g. Nose-wheel
lift-off speed will increase monotonically with increasing µ, approaching the speed for takeoff in the
ground attitude. But tailwheel lift-off speed will decrease the increasing µ until just the application of
takeoff thrust will rotate the aircraft at zero speed. Then a different technique would be required. The
value 0.9 Vmin is a compromise between early enough indication of controllability and minimization of any
tendency to overrotate.
The requirement for control in catapult takeoffs could also be applied to ski-jump takeoffs or use of a
jump-strut.
REQUIREMENT LESSONS LEARNED
Single-engine propeller-driven airplanes with a T-tail have been deficient in terms of nosewheel rotation
prior to lift-off. As a result, pilot acceptance is very poor. Takeoff performance over an obstacle has been
demonstrated to be considerably worse in one T-tail aircraft than in an identical aircraft with a
conventional horizontal tail. Delayed lift-off has been attributed to inability to rotate to the takeoff attitude
prior to Vmin . The root cause is that the horizontal tail is out of the propeller wake. Multi-engine aircraft
which are not normally lifted off until VMCA (which is usually above Vmin) do not have as strong a
requirement for nose rotation at 0.9 Vmin. As an indication, multi-engine airplanes with T-tails have
generally been found to be acceptable to pilots.
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On the F-18, the pitch control-deflection range of ±20 deg. moved with pitch trim position, but could never
exceed 24 deg. trailing-edge-up (-) stabilizer. It was possible to mis-set trim for takeoff as that -24 deg.
deflection could not be obtained when needed during takeoff. The pilot should always have full deflection
available.
The requirement is especially important for turbojet aircraft for which relatively large pitch attitudes are
required for lift-off.
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landings, etc., though the aircraft response characteristics are quite different on the ground than when
airborne. A canard control surface must not be allowed to stall: a gust at touchdown would be hard on the
nose gear.
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APPENDIX A
FIGURE 97. Effect of arm/stick geometry on maximum push and pull capability by the right arm
for the 5th percentile male (Human Engineering Guide to Equipment Design).
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FIGURE 98. Effect of upper arm angle on pull and push strength for the 5th and 95th
percentile male (Human Engineering Guide to Equipment Design).
TABLE XVI. Maximum forces exerted on aircraft control stick (lb) by men and women
(AFANIRL-TR-81-39).
Figure 99 shows data from Human Engineering Guide to Equipment Design illustrating the effect of wheel
angle on maximum push and pull capability for the 5th percentile male. The data are again for male Air
Force personnel, using the right arm only; the wheel grips are 18 inches above the Seat Reference Point
(SRP) and 15 inches apart. Figure 99a shows the various wheel angles and positions from the SRP. The
greatest push and pull capability occurs at the furthest position of the wheel where the pilots' entire arm is
used. This can be seen in figure 99b where the push capability at 23-1/4 inches from the SRP is
approximately twice that obtained when the control wheel is at its closest at 10-3/4 inches from the SRP.
Similarly the maximum pull capability varies almost by a factor of 2 in figure 99c depending on the control
wheel angle and position.
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FIGURE 99. Effect of arm position and wheel angle on maximum push and pull capability by the
right arm for the 5th percentile male (Human Engineering Guide to Equipment
Design).
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APPENDIX A
It must be stressed that these are maximum forces in single applications; clearly, continuous operation
(such as would be expected in meeting any of the force requirements) would produce much lower
maximum forces. In a discussion of some general principles of control design, and one- vs. two-handed
operations, Human Engineering Guide to Equipment Design states that:
For controls requiring single applications of force, or short periods of continuous force, a
reasonable maximum resistance is half of the operator's greatest strength. For controls
operated continuously, or for long periods, resistances should be much lower... Controls
requiring large forces should be operated with two hands (which, for most controls, about
doubles the amount of force that can be applied) depending on the control type and
location and on the kind and direction of movement as follows:
When two hands are used on a stick ... located along the body midline, pull is generally
almost doubled. Push is doubled near the body but is only slightly stronger at distances
away from the body...
When two hands are used on stick ... controls located on either side of the body midline,
at or beyond the shoulder, pull is approximately doubled, push is not greatly increased
except at close distances...
Since we expect to use this standard for few aircraft with unpowered controls, little design penalty would
result from lowering the maximum allowable forces. Stability and control augmentation, and response feel
systems, could still keep the lightest force gradients within the presently allowable limits. Concern has
been expressed, however, that with lighter maximum forces some heavy-handed pilots might be inclined
to overstress the vehicle. In particular that might be the fate of trainers with new student pilots. Then,
especially in a simple aircraft, a lower gradient at forward c.g. might make the gradient too low at aft c.g.
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APPENDIX A
The requirements for control forces in maneuvering flight, unchanged from MIL-F-8785C, are listed in
table XVII.
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APPENDIX A
It was decided that the major differences in the desired maneuvering forces between fighter aircraft and
transports are due to the type of controller, in addition to aircraft Class. The effects of aircraft class (really
a grouping of types of missions) seem to be adequately described by limit load factor, through the K/(nL -
1) formulas of MIL-F-8785C. In addition, however, there are several arguments for having different
maneuvering forces for centerstick and wheel controllers. For example, the lower limits on maneuvering
forces must be higher with a wheel control because the pilot's arm is usually unsupported, whereas the
pilot has very good vernier control with a centerstick even with light forces because his forearm is partially
supported on his thigh. In any case, pilots seem to agree that they cannot maintain the precision of
control with a wheel that they can with a stick, and that the maneuvering control forces should be higher
for the wheel.
There is some evidence (ASD-TDR-63-399 and AFFDL-TR-67-51) that FS/n at very low n/α can or should
be higher than at high n/α. This is possibly due to a gradual change from concern with load factor and
structural protection at high n/α to concern with control of pitch attitude alone at low n/α. Specification of
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APPENDIX A
forces in the form of limits on FS/α at low n/α can be accomplished by making the FS/n limits vary
inversely with n/α: at constant speed,
FS/α = (FS/n) (n/α)
On the basis of these considerations, the upper limits on Fs/n were expressed in the form K/(nα) at low
n/α and K/(nL -1) at high n/α, with separate requirements for stick and wheel controllers. On the basis of
long experience with unpowered-control airplanes, which tend to have Fs/ invariant with airspeed, the
lower boundaries do not vary with n/α.
However, there is some question as to the significance of the ASD-TDR-63-399 and AFFDL-TR-67-51
tests. These references are discussed in detail under Supporting Data.
To illustrate the use of the gradient limits of table XVII, figures 100 and 101 show possible boundaries for
two representative aircraft. Figure 100 is for a centerstick controller with nL = 7.0; figure 101 is for a wheel
controller with nL = 3.0. Similar plots may be constructed for any aircraft using the table XVII formulas.
However, such plots, while representing the table XVII suggested limits, do not convey the entire picture,
as illustrated by the following considerations.
Effects of stick/wheel position on acceptability of FS/n are not covered by these requirements. But with the
variation in force capability shown in the discussion of 4.2.8 it seems intuitively obvious that there must be
an interrelationship of force and deflection gradients with controller location.
Another item for consideration is the allowance in table XVII for considerably higher values of FS/n when
n/α is low. For example, figure 102 (from AFFDL-TR-78-171) illustrates the variation of FS/n with airspeed
for the OV-10A aircraft, due to an elevator spring tab. The apparently large and rapid change in FS/n
actually results in fairly constant maximum stick force at stall (figure 103) or nL, whichever comes first.
Perhaps that becomes the important factor at speeds below maneuvering speed (VA, see figure 102).
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APPENDIX A
FIGURE 100. Elevator maneuvering force gradient limits: center-stick controller, nL = 7.0.
FIGURE 101. Elevator maneuvering force gradient limits: wheel controller, nL = 3.0.
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APPENDIX A
A more basic consideration relative to table XVII is the complete absence of a force gradient specification
for sidestick controllers, reflecting in part the limited data base. However, AFFDL-TR-79-3126 and Class
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APPENDIX A
79A Final Report of AF Test Pilot School, based on a series of flight tests conducted by students of the
USAF Test Pilot School, give some insight into preferred gradients. These data, figure 104, are for an air-
to-air tracking task. The test aircraft was the USAF/Calspan variable stability T-33, with a T-38A utilized
as the target. The ratings shown are the average over three pilots, all with fighter experience. An
approximate Level 1 boundary is suggested in figure 104. In general, the Fs/n range is comparable to that
of table XVII, i.e., 2-14 lb/g. The relatively weak frequency dependence may also exist for centerstick
controllers, although there are no data to support this. More data from these evaluations are given in
Requirement Guidance for 4.2.8.4.
The FS/n gradients in figure 104 are the initial values; as mechanized, the slope at larger deflections was
half the initial slope. The breakout forces were 1/2 lb. AFFDL-TR-79-3126 suggests that the sidestick
neutral position
… be oriented so that in wings-level unaccelerated flight the pilot need never move his
wrist further aft than 5-7° forward of vertical to command maximum permissible load
factor...
Available data would tend to support a neutral position of 10° to 17° forward of vertical
and 8° to 12° left (inboard) of vertical.... A pilot adjustable armrest is absolutely
mandatory, and its design can influence pilot acceptability as much as any other
parameter.
SUPPORTING DATA
The data base for control force requirements is sparse, and limited entirely to Class IV aircraft. The most
thorough data sets are from USAF/Calspan T-33 flight tests in which pilots chose optimum values of FS/n
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APPENDIX A
for varying short-period characteristics. However, the useful information is basically a byproduct, since the
intent of these tests was the study of short-period frequency and damping. So, while specific conditions
can found for which ζsp and ωsp fell within Level 1 boundaries, they were not held constant, and
subsequent pilot ratings could reflect an interrelationship of ζsp, and ωsp, and FS/n. In addition, breakout is
not documented in any of the supporting references except in AFFDL-TR-70-74 (where it is reported to be
zero).
AFFDL-TR-66-163 and FDL-TDR-64-60 contain data used in AFFDL-TR-69-72 to support the FS/n limits
of MIL-F-8785B. More recent tests (AFFDL-TR-79-122 and AFFDL-TR-70-74) add to the data base for
centerstick controllers. AFFDL-TR-68-91 provides some insight into requirements for wheel-type
controllers.
Figure 105 compares values of optimum FS/n from AFFDL-TR-66-163 with the requirements of table XVII.
In this test program gradients were selected before performing evaluation tasks, and were held constant
throughout each evaluation. The external parameters (ζsp , ωsp , 1/Tθ2 , τe) are all within Level 1 limits but
may vary widely. While there is considerable scatter, pilot ratings degrade as FS/n increases. However, a
much lower (FS/n)max (≈ 6.5 lb/g for Level 1) than the specification upper limit is indicated
Data from FDL-TDR-64-60 (for front-side and bottom operations only) are shown in figure 106. A much
higher range of FS/n was chosen for these (Category C) tests – again, by the pilots at the start of each
evaluation. These data were used as support for the adoption of n/α-dependence on (FS/n)max in AFFDL-
TR-69-72. However, the goal of the experiments was to investigate short-period dynamics and not FS/n
influences, so there is no single constant in the data. In addition, the task consisted of an instrument
landing approach until 2 miles from the runway; visual approach to the threshold; and wave-off at 25-100
ft. There is evidence (e.g., AFFDL-TR-78-122) that requiring a full approach through landing (wheels on
runway) can produce quite different results than with a waveoff and go-around. This may be the reason
that, of the 18 data points on figure 106, only three have PR > 4 -- generally less scatter than one might
expect. (This will become clear when the AFFDL-TR-78-122 data are introduced.)
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APPENDIX A
The object of the flight test program of AFFDL-TR-70-74 also was an analysis of effects of short-period
variations (in this case, through addition of higher-order lead/lag networks). Again, choice of optimum FS/n
was up to the pilots, and was specified before the rest of the evaluation task was performed. The data of
figure 107 are for only those configurations where ζe, ωe, 1/Te and τe are Level 1, based upon equivalent
system matches and requirements. The data support the lower limits, but again suggest a smaller upper
limit. Generally, the pilot ratings are Level 2 for FS/n > 6 lb/g.
The LAHOS program of AFFDL-TR-78-122 consisted of the most stringent set of tasks flown. Pilots were
required to: a) fly an instrument approach to within 200 ft of the runway, followed by a visual landing; b) fly
two visual landings with an intentional offset on close final; and c) land precisely at a marked location on
the runway. These are clearly tight tasks requiring aggressive control actions by the evaluation pilots. A
key difference between the AFFDL-TR-78-122 program and that of FDL-TDR-64-60 was pilot selection of
FS/n; initial selection was made at the start of a run, but the gradient could be changed at any time during
the run at the pilot's request. The range of FS/n chosen by the pilots (figure 108) is similar to that of figure
106. As before, only those data for which ζe, ωe, 1/Te and τe are Level 1 are shown.
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APPENDIX A
FIGURE 107. Comparison of optimum FS/n from data of Neal and Smith (AFFDL-TR-
70-74) with limits of table XVII (Category A; nL = 7 g).
The pilot rating data of figures 105, 106, 107, and 108 are compiled on figure 109. (For clarity, the ratings,
have been averaged over 1 lb/g slices of FS/n , to reduce the number of points shown. Standard
deviations are also indicated.) Very few optimum gradients less than 3 lb/g were chosen. The gradients
chosen by the pilots tend to coalesce around 3-7 lb/g -- except those for AFFDL-TR-78-122 and FDL-
TDR-64-60, which are for Category C operations. As has been noted, the real issue at very low n/α may
not be FS/n, but (FS)max at stall.
At this point the only conclusion to be drawn from figure 109 is that there is a definite preference for low
stick force gradients, between about 3 and 4 lb/g in Class IV aircraft. In addition, the overall range of
selected gradients is small (except as noted above for AFFDL-TR-78-122 and FDL-TDR-64-60), up to 12
lb/g. This of course could be a function of other factors, such as short-period frequency and damping or
stick displacement or location.
The wheel-controller data, from AFFDL-TR-68-91, are shown on figure 110. Both fixed and pilot-selected
gradients were tested on the USAF/Calspan T-33, but there appear to be no rating differences. While the
data are sparse, they indicate mild support for the table XVII upper limit for Level 1. Within the Level 1
limits, 20 points out of 27 are rated 3-1/2 or better; outside the upper limit, 5 out of 6 have ratings greater
than 3-1/2.
Two other data sources, ASD-TDR-63-399 and AFFDL-TR-67-51, were studied briefly for any additional
information on an n/α-dependence. ASD-TDR-63-399 is a fixed-base simulator study utilizing a sidestick
(modeled after the X-15 sidestick) with nonlinear deflection characteristics. The tasks generally were low-
demand (including pilot-initiated disturbances) or required flying through rough air. It is felt that pilot
preference in a ground-base simulator may not reflect the real-world situation where the pilot feels the full
normal acceleration:
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FIGURE 110. Comparison of FS/n with limits of table XVII, wheel controllers
(AFFDL-TR-68-91, Category A; nL = 3 g).
AFFDL-TR-67-51 involved early simulation of the C-5A design with a B-26 in-flight simulator Column
travel (approximately 20 inches per g) was considered by the three evaluation pilots to be excessive. As a
result, pilot ratings for both the unaugmented and augmented vehicle were poor, as summarized in the
following conclusion:
On the basis of the three-pilot sample as a whole, there is little conclusive evidence as to
the relative desirability of the two stick forces per g evaluated...Pilot A most clearly
indicated the desirability of the higher value (158 lb/g), particularly in the unaugmented
case. Pilot B felt that this value was a bit high, but acceptable; Pilot C preferred the low
value of 106 lb/g.
The bottom line of this discussion is: the supportive data necessary to fully validate a set of requirements
for FS/n do not seem to exist. It is felt that the requirements of table XVII, which are unchanged from MIL-
F-8785C and little changed from MIL-F-8785B, will serve as a preliminary guide for controller design since
nothing better is available. Ultimately a set of criteria might be devised in which displacements, gradients,
and locations of the controllers are all interdependent -- as they must be in real life.
REQUIREMENT LESSONS LEARNED
Much of the available information on existing vehicles suggests that the lower limits of FS/n for wheel
controllers may be too high. For example, figure 111 (from AFFDL-TR-78-171) summarizes elevator
control force gradient characteristics of three large cargo or transport airplanes, for Category B at forward
and aft center of gravity conditions. According to this summary the L-1011 complies with the maximum
and minimum control force gradient requirements. The C-5A at forward c.g., pitch dampers off, compares
favorably with the Level 1 maximum values; however, some gradients at aft c.g. fall below the Level 1 and
Level 2 boundaries (only the SAS off data were presented for comparison). The C-141A/YC-141 B data
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slightly exceed the Level 1 maximum limit at forward c.g. Pilot comments for the C-141A/YC-141B
support the maximum boundary. According to Silvers and Withers (AFFDL-TR-75-3) "The C-5A control
force gradients are rated satisfactory and acceptable”, so the minimum boundary for Level 1 requirements
appears to be too high in this instance.
FIGURE 111. Elevator control force gradients for transport aircraft (from AFFDL-TR-78-171).
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APPENDIX A
Results from simulation and flight tests of different stick force gradients on the B-1 bomber (AFFDL-TR-
78-171) are summarized below:
Consolidated pilot comments - based on flight simulator tests
• 21 lb/g Level 1 minimum is too high for 2 g aircraft.
• 7-8 lb/g Level 1 minimum is good design guide for 3 g aircraft.
• 3 lb/g minimum should be maintained for failure modes
B-1 terrain following flight pilot comments
• 17 lb/g too high based on fatigue:
- Meets nL 3 requirements
- Below nL 2 requirements
• Over rugged terrain - 10 minutes is tiring
• Composite terrain - 2 pilots sharing task
- Short task - 30 minutes
- Medium task - 1 hour
- Long task - 2 hours
The pertinent findings were: 1) that a minimum FS/n of 7-8 lb/g for Level 1 was acceptable for an aircraft
with nL = 3 g [where, by table XVII (FS/n)max = 10.5 lb/g]; and 2) that FS/n as low as 17 lb/g was too high
for terrain-following flight, based upon pilot fatigue. The conclusions suggest that acceptable values of
FS/n are task-dependent (or time-dependent), though a relaxed lower limit alone might suffice. The
acceptability of both minimum and maximum values of FS/n may be directly related to workload: e.g., high
gradients may be undesirable if the pilot is required by the task to divert his attention or to track tightly in
the presence of atmospheric disturbances. Low gradients in an emergency situation may lead to
overcontrol.
Especially for fighter aircraft, nonlinear gearing and force gradients are commonly used to get a gradient
good for fine tracking without a fatiguing force level for gross maneuvering. Carried too far, however,
these nonlinearities can promote pitch-up like an aerodynamic pitch-up. The F-15 design, which barely
meets the specified linearity requirement, has been well accepted.
A pitch rate command/attitude hold system, compensated for bank angle, (AFWAL-TR-81-3118) seems
well accepted for approach and landing of large aircraft. The initial gradient can meet this specification,
but an integrator zeros the control force in steady turns (a “g” limiter was incorporated).
Many Class I (general aviation) aircraft tend to fall around and below the minimum FS/n requirements.
Figure 112 compares various aircraft in landing configurations (gear and flaps extended) with the wheel-
controller requirements of table XVII. The data were obtained from NASA-TN-D-3726 and FAA-RD-77-25.
FS/n limits are drawn for nL = 3.8 (Federal Aviation Regulations requirements for Normal category
operations) and nL = 2.0 (the limit specified for most of the aircraft in landing configuration). With the
single exception of the Cessna 177, none of the aircraft of figure 112 at aft c.g. meet the (FS/n)min
requirement for nL = 2.0 [The Citabria is an aerobatics category (6g) stick-controlled design.] The seven-
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aircraft study of NASA-TN-D-3726 resulted in a range of 19 < FS/n < 45 lb/g for acceptable gradients for
Normal category operations (see figure 112). No information is available on what was considered
unsatisfactory, though 5 lb/g was considered to be too light; these low gradients allowed the limit load
factor to be attained too easily.
During F-14A flight tests, a reduced stick force gradient was noticed at load factors greater than 4g. In
simulated defensive break turns and rolling pullouts, using full lateral stick and rapid aft stick inputs lead
to an overshoot of target load factor severe enough to increase the likelihood of exceeding established
limits in aggressive transonic maneuvering. This is a deficiency which should be avoided in future
designs, according to the Naval Air Test Center.
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There are several methods for obtaining the required control force data. The best method to use depends
primarily on the speed range under consideration. A major factor in determining the appropriate method
for a given speed range is that load-factor control gradients are defined for constant speed. The method
selected must therefore result in zero or small speed changes with n, or at least include a means for
eliminating the effects of any speed changes. At speeds where characteristics vary significantly with
Mach number, speed should be interpreted as Mach number since that is the primary pilot reference.
One method is to use a series of alternating symmetric pullups and pushovers, sequenced so as to
minimize the airspeed and altitude changes. The control is held fixed after each input until the short-term
motion becomes steady state, and measurements are taken at a near-level attitude.
Another method is to perform a series of stabilized turns after trimming the aircraft in level flight. The load
factor can be changed by changing the bank angle, and the airspeed held constant by using a different
rate of descent for each load factor. The throttle and trim controller should be left at their trim settings
throughout the maneuver to minimize the possibility of introducing extraneous pitching moments. The
gradients obtained in this manner will not be quite as linear as with the symmetric pullup method because
of the difference in pitch rate between pullups and turns (see, e.g., Airplane Performance Stability and
Control). But, with the possible exception of a more stable slope near 1 g in the turns, the differences are
generally small and can easily be accounted for, if necessary, knowing pitch rate. Of course load factors
between + 1 g cannot be obtained in near-level turns. A progressively tightened turn of this sort, at
constant airspeed, is a wind-up turn, Navy style (USNTPS-FTM-103).
A third method that is sometimes used is a windup turn, Air Force style (FTC-TIH-79-2). After trimming in
level flight, a turn of a certain number of g's is initiated, and the speed is allowed to decrease slowly as
the g-level and altitude are held constant. The test is then repeated at several other g-levels until the
complete range is covered. In this way, control gradient data can be obtained rapidly for several speeds.
Again, the trimmer and throttle should be left at the trim settings and the rate of change of airspeed
controlled by changing the rate of descent. The major disadvantage of this method is that it is less
accurate because more careful pilot technique is required.
In general, the symmetric pullup method will work well at high speeds, but the airspeed changes will be
excessive if the method is used at low speeds. On the other hand, the turn methods work well at low
speeds, but can cause excessive altitude changes at high speeds.
VERIFICATION GUIDANCE
An expression for the control deflection required is given under 4.2.7.2. Neglecting any effects of Chα,.
mass imbalance, bobweight, etc., the control force per g in pullups is
dFS dF C L1 C 2
(
mα C nα + C mq ⋅ g c 2V C L1 )
=− S ⋅
dn dδ S C mδ
S
( )(
1 − C Lδ C mδ C mα C Lα )
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dδ e
− ⋅ qe S e c e C
dFs dδ S hα g c C Lδ e
= C
1 L + ⋅ C m q
dn C Lδ CL 2 C
1− e ⋅ C Lα α
2V mδ
e
C mδ C mα
e
C hδ
e C C mα + gc C
−
L 2 mq
C mδ 1 C Lα 2V
e
where CL1= W/( q S); FS and δS are force and linear deflection of the control stick, positive aft; and sub e
denotes elevator parameters.
VERIFICATION LESSONS LEARNED
For the X-29, constant-altitude (+2000 ft) wind-up turns worked well.
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by examination of figure 113. The dip in amplitude corresponds to the short-period resonance; and the
size of the dip, expressed as the ratio (FS/n)/(FS/n)min is a unique function of ζsp (stick-free) (assuming that
the control-system natural frequency is appreciably higher than ωsp and that the pilot location is not
extreme), figure 114. It can be seen that FS/n must increase rapidly with decreasing values of stick-free
ζsp in order to maintain a given value of (FS/n)min.
It should be understood that if the control system natural frequency is not appreciably higher than ωsp
(stick-free), the frequency response FS(s)/n(s) will not be entirely second-order in the region of (FS/n)min. If
the control system damping is not very high, as is often the case, the resonance dip can be accentuated
by the control system mode, as can be seen from figure 115. In this situation, an equivalent ζsp (stick-free)
can be obtained from figure 114 by measurement of (FS/n)/( FS/n)min. That value may not be the same as
obtained by fitting a lower-order system to the actual frequency response. For this requirement the actual
(FS/n)min should be used. The effect of cockpit distance from the instantaneous center of rotation for
control inputs, and of structural modes, will usually, though not necessarily, be negligible.
The requirements stated above are intended to inhibit development of longitudinal PIOs. However, to the
extent that (FS/n)min is defined by ζsp , the requirement is redundant; i.e., figure 114 is defined by FS/n and
ζsp. Multiplying figure 114's (FS/n)(s)(FS/n)min by the required minimum value of FS/n gives curves which
can be compared with the Level 1, 2, and 3 boundaries of steady (FS/n) and ζsp from 4.2.1.1 and 4.2.8.1
for a 7 g aircraft. The shaded areas in figure 116 indicate regions where the FS/n requirement is not
redundant. It is noteworthy that dynamic FS/n is not a consideration for Level 1 but has increasing
influence for Levels 2 and 3, respectively. Lightly damped control system or structural modes that occur
near the short-period frequency will increase the influence of the (FS/n)min requirement, i.e., the (FS/n)min
boundaries in figure 116 will have a tendency to shift to the right in terms of ζsp (though not necessarily in
terms of 4.2.1.2's equivalent ζsp ). The T-33 test program of AFFDL-TR-66-163 involved pilot
assessments of various short-period configurations in Category A Flight Phases.
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FIGURE 116. Comparison of (FS/n)min boundaries with (FS/n)SS and ζsp for
cases where (ωsp << ωcs (AFFDL-TR-66-163).
SUPPORTING DATA
The Calspan flight test programs using the variable-stability T-33 provide the only significant data base.
Those tests in which pilots chose optimum FS/n for the short-period configurations under consideration
allow some insight into the applicability of 4.2.8.2.
Figure 116 shows data from AFFDL-TR-66-163. Only those cases for which ωsp is Level 1 are plotted.
The controller characteristics such as breakout and friction are also Level 1. Low-speed data from the
reference are not included because a 2 g buffet limit may have influenced pilot ratings. The ratings given
in figure 116, based on assessments of PIO tendencies, include both the handling qualities ratings (PR,
from the CAL 10 point scale) and PIO ratings (PIOR, from figure 117). The PIO ratings are closely
correlated with the Cooper-Harper pilot ratings, as one would expect, since the PIO scale is worded in
terms of closed-loop pilot control. A later PIO rating scale, in the form of a decision tree, is presented in
the discussion of the general qualitative PIO requirement, 4.1.11.6. That later rating scale is
recommended for evaluating PIOs.
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DESCRIPTION NUMERICAL
RATING
No tendency for pilot to induce undesirable motions. 1
Undesirable motions tend to occur when pilot initiates abrupt maneuvers or 2
attempts tight control. These motions can be prevented or eliminated by
pilot technique.
Undesirable motions easily induced when pilot initiates abrupt maneuvers or 3
attempts tight control. These motions can be prevented or eliminated but
only at sacrifice to task performance or through considerable pilot attention
and effort.
Oscillations tend to develop when pilot initiates abrupt maneuvers or 4
attempts tight control. Pilot must reduce gain or abandon task to recover.
Divergent oscillations tend to develop when pilot initiates abrupt maneuvers 5
or attempts tight control. Pilot must open loop by releasing or freezing the
stick.
Disturbance or normal pilot control may cause divergent oscillation. Pilot 6
must open control loop by releasing or freezing the stick.
As figure 116 indicates, there is a preference for high FS/n when ζsp is low. This is not surprising, since
very large gradients would tend to inhibit pilot over control and reduce the tendency to PIO. However,
from the small amount of data at low ζsp in figure 116 it is difficult to conclude that the FS/n requirement of
4.2.8.2 is necessary. There is no clear degradation ratings at low ζsp as FS/n is reduced, nor is there data
at low ζsp and low FS/n to show that the pilot would consider this condition to be worse.
Figure 118 supports the conclusion from figure 116, i.e., there is a preference for large gradients at low
damping but little to support the need for the dynamic FS/n requirement. These data, from the tests of
Neal and Smith (AFFDL-TR-70-74), include those configurations for which both equivalent ωsp and τe
were Level 1 in value. The pilot ratings are based on the Cooper-Harper scale, and the PIO ratings on the
scale of figure 117. Thus, basis for this requirement remains theoretical with the additional thought that it
may catch PIO tendencies in some higher-order systems that might otherwise escape detection until
extensive flight experience has accumulated.
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APPENDIX A
FIGURE 118. T-33 data from AFFDL-TR-70-74 (Level 1 equivalent ωsp, τe).
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APPENDIX A
FIGURE 119. PIO characteristics of A4D-2, T-38A, and FIGURE 120. PIO characteristics of airplanes described
F-4C (Douglas Aircraft Co. LB-25452, FTC-TR-67- in AGARD-CP-17.
19, and “Investigation and Elimination of PIO
Tendencies in the Northrop T-38A”).
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APPENDIX A
Some additional data on PIO tendencies are presented on figure 120, taken from AGARD-CP-17. The
points are again rather crudely divided into those cases that exhibited PIO tendencies and those that did
not. Since little is known about the severity of the PIO problems associated with these airplanes, figure
120 is used only to establish trends. As can be seen from the figure, a line of constant (FS/n)min also fits
these data very well.
The lines of constant (FS/n)min in figure 119 and 120 were obtained from figure 116. Note, however, that
while the (FS/n)min lines fit the data, so do lines for ζsp ≈ 0.15 or 0.2 and FS/n ≈ 3.0. And, as was stated
earlier, many PIO tendencies are characteristically due to low ζsp. Therefore, the data of figures 119 and
120 do not reveal any requirement for a (FS/n)min specification. Such a requirement would be supported by
obtaining test data in the shaded regions of figure 116 or by introducing lightly damped modes that
influence the equivalent ζsp .
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4.2.8.3 Pitch axis control forces--control force variations during rapid speed changes.
When the aircraft is accelerated and decelerated rapidly through the operational speed range and through
the transonic speed range by the most critical combination of changes in power, actuation of deceleration
devices, steep turns and pullups, the magnitude and rate of the associated trim change shall not be so
great as to cause difficulty in maintaining the desired load factor by normal pilot techniques.
REQUIREMENT RATIONALE(4.2.8.3)
This is intended to prevent unduly large pitch control force gradients with speed, which require excessive
trimming or high steady control force.
REQUIREMENT GUIDANCE
The related MIL-F-8785C requirement is 3.2.1.1.2.
There are two kinds of problems for which this requirement is primarily intended. First, aircraft can have
stick force and position gradients with speed which are so stable that considerable pilot effort is required
during rapid speed-change maneuvers. Second, in the transonic region the local gradients may change
so rapidly with Mach number that it is difficult for the pilot to maintain the desired pitch attitude or normal
acceleration during rapid speed changes.
If the c.g. is allowed to be farther aft at supersonic speeds than at subsonic speeds, an adequate rate of
c.g. shift must be provided for rapid transonic deceleration.
REQUIREMENT LESSONS LEARNED
The requirement is the result of operational experience with early supersonic airplanes. Although
difficulties were experienced, enough data have never been collected for more than a qualitative
requirement.
The AFTI-F-16 experienced a pitch-up tendency due to a rapid slowdown while performing high g rolls at
transonic speeds.
5.2.8.3 Pitch axis control forces--control force variations during rapid speed changes-verification.
Verification shall be by analysis, simulation and flight test.
VERIFICATION RATIONALE (5.2.8.3)
Application of the requirement should be straightforward, except that its qualitative wording leaves
demonstration of compliance purely subjective. There is no better way to apply it than simply performing
acceleration and deceleration maneuvers typical of extreme task demands, including emergency
decelerations, and asking the pilot about difficulties.
VERIFICATION GUIDANCE
Early analysis can determine transonic pitching and control forces to maintain 1 g flight as well as normal
acceleration with fixed controls. The flight profile of the critical test for this requirement will be a function of
gearing and feel mechanization, as well as of the normal and emergency maneuvers to be expected.
Generally, the transonic trim change increase with lift coefficient, and so will be more pronounced at high
load factors and high altitude.
Simulator and eventually flight evaluations, covering the operational speed range (and the transonic
speed range, if applicable), should be conducted. Forward c.g. gives the largest magnitude of Cmα, for
stable aircraft; an unstable one undoubtedly will be highly augmented and so likely experience less
difficulty.
VERIFICATION LESSONS LEARNED
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FIGURE 121. Pilot comments for air-to-air tasks with standard harmony (from AFFDL-TR-79-3126).
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Configurations 4 and 7 were found to be good, but slightly inferior to Configurations 13, 14 and 15. Pilot
comments indicated that the stick forces for Configuration 4 were tiring and uncomfortable. Though the
boundaries were not completely determined, these comments imply that even heavier force gradients
would be unacceptable. Configurations 1 and 2 were rated the poorest, characterized by longitudinal and
lateral oversensitivity.
All of the remaining control configurations indicate that with medium control stick motion the control force
gradient selected had essentially no effect on pilot ratings. However, pilot comments show a trend from
oversensitivity to sluggishness as the control force gradient increased from very light to heavy.
The effect of breakout force on pilot ratings was investigated by increasing the breakout force from 1/2 lb
to 1 lb for control Configurations 7 and 11. For Configuration 7 the average pilot ratings increased from
3.8 to 5, whereas for Configuration 11 the ratings remained essentially unchanged. Pilot comments
indicated that the effect of increasing breakout was to increase the pitch sensitivity in an unfavorable way.
Recent USAF Test Pilot School experiments with the T-33 sidearm controller varied the force/deflection
gradient FS/δS and short-period frequency, ωsp. FS/n was 7 or 8 lb/g for the high ωsp and 5 lb/g for the
lower values of ωsp in accordance with earlier results [see figure 106] as shown in table XIX. A summary
of average pilot ratings (3 pilots) and commentary is given in figure 122 for the gross acquisition task and
in figure 123 for the fine tracking maneuver.
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The poor pilot ratings for the low short-period frequency cases, ωsp = 1.6 rad/sec, are expected based on
4.2.1.2. However, the ratings for the lower values of FS/δS are worse than for Level 2, indicating that
failure modes should be a consideration when contemplating light force/deflection gradients.
For ωsp in the Level 1 region (ωsp ≥ 2.55), larger values of FS/δS (i.e., approaching a force stick) result in
rapidly degraded pilot opinion in the fine tracking task (see figure 123).
The optimum value of FS/δS is seen to be about 1.7 lb/deg until ωsp ≥ 5 rad/sec, at which time the data
indicate that decreasing FS/δS is desirable (see figure 122).
There is little or no recent data available for analysis. The following discussion is taken directly from
AFFDL-TR-69-72, with a few words added at the end. Data for sidestick controllers has been presented
above.
The flying qualities investigations of WADC-TR-55-299, AFFDL-TR-67-51, AFFDL-TR-65-210, WADC-
TR-57-719, WADC-TR-56-258, and AFFDL-TR-68-91 all included variations of control position per g as
well as control force per g. AFFDL-TR-67-51 and AFFDL-TR-65-210 deal with the landing approach flight
phase, while all the others are for Category A Flight Phases.
Both AFFDL-TR-67-51 and AFFDL-TR-65-210 indicate unfavorable pilot comments when the control
motions required to maneuver the airplane become too large. Since these investigations were specific
simulations of some early C-5A configurations, the short-period natural frequency was below the
minimum Level 1 limit for Category C Flight Phases. When the short-period frequency is low, the pilots
tend to overdrive the airplane with large pulse-like inputs to speed up the response. Therefore the pilots
might not have disliked the control motion gradients as much if the short-period response had been
faster. Because of the uncertainties caused by the low short-period frequencies, and because of the
limited amount of data, no attempt was made to place quantitative limits on control motion gradients for
Category C Flight Phases.
Working under the assumption that there are lower limits on FS/δS (upper limits on δS/FS), the Level 1 and
Level 2 boundaries were initially drawn as a best fit to the data of figure 124. There are not sufficient data
to define a Level 3 limit. Although the only data plotted were those having Level 1 values of Fs/n, there
are poorly rated configurations from WADC-TR-55-299 and WADC-TR-57-719 which lie inside the Level 1
FS/δS boundary.
Because of strong objections from the manufacturers, the Level 1 and 2 limits shown in figure 124 were
reduced to 5 lb/in. Examples of “good” operational aircraft were produced with indicated gradients as low
as 5 lb/in. The requirement for a force/deflection gradient of at least 5 lb/in. has been retained as a
recommended lower limit from Paragraph 3.2.2.2.2 of MIL-F-8785C. This number seems to have
originated more from a rule of thumb based on experience than from hard data. Hence more experimental
data are deemed highly desirable.
The minimum values specified for dynamic FS/n in 4.2.8.2 and ζsp in the 4.2.1.2 equivalent systems
criteria are not sufficient to prevent the occurrence of a PIO. In fact, there are documented cases of PIO-
prone aircraft with Level 1 values of (FS/n)min and ; ζspmin. The feel system, which allowed δS to lead FS,
was found to be responsible for these PIOs. The details of these cases provide valuable design guidance
and are discussed at some length in the "Lessons Learned” subsection.
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large changes with attitude and loading (c. g.) . Early versions, involving manual control, featured
elevators with near 100 percent aerodynamic balance. Later versions featured full-power hydraulics with
spring and bellows feel systems. More recently, nz feedback directly to the servo valve rather than to the
control stick has given a response feel system without contributing phase shift between control force and
control deflection. Both documents provide a feedback-control-analysis basis for studying the problems
and fixes associated with bobweights in the specific context of PIO. Similar, earlier efforts by others are
referenced; however, even earlier work on bobweight effects in unpowered elevator control systems, of
NACA and RAE origin, is not cited. The main emphasis is to explain, by virtue of analysis, the particular
problems encountered by a succession of example airplanes: P-63A (NACA Memo Report L6E20), A4D-
2 (Douglas Aircraft Co. LB-25452), T-38A (“Investigation and Elimination of PIO Tendencies in the
Northrop T-38A” and Report of the T-38 Flight Control System PIO Review Board) and F-4 (FTC-TR-67-
19).
Pertinent conclusions reached by Neal ("Influence of Bobweight on Pilot-Induced Oscillations") are:
1. The use of a control-system bobweight without consideration of its effects on the aircraft's
dynamics can lead to serious PIO problems
2. Potential PIO problems due to a bobweight can be minimized by increasing the sensitivity of
the bobweight to pitch acceleration, as by blending forward and aft bobweights, using the
following rule of thumb:
Taking the highest minimum ω 2sp /(n/α), for Category A (3.2.1.2 of MIL-F-8785C)
lb = 115 + lCR
where
• lb is the distance (in feet) of an equivalent point-mass bobweight ahead of the c.g.:
bobweight stick force due to unit &θ&
lb = g ⋅
bobweight stick force due to unit nz
• lCR is the distance (in feet) of the instantaneous center of rotation for control inputs ahead
of the c.g.: -Zδ/Mδ.
3. When this criterion is satisfied, the contribution of the bobweight to stick force per g may still
be limited by the fact that the closed-loop feel-system roots can be driven unstable. This
problem can usually be improved by the use of a viscous stick damper
4. The final control-system design should be checked against other longitudinal requirements.
Such checks may in fact show the undesirability of using viscous stick damping because of
associated lags in response to stick inputs.
5.2.8.4 Pitch axis control forces - control force vs. control deflection - verification.
Verification shall be by analysis, simulation and flight test.
VERIFICATION RATIONALE (5.2.8.4)
Flight testing performed to demonstrate compliance with control force per g (4.2.8.1) should include
measurements of δS/n. For discussion of flight test techniques, see 5.2.8.1. When the force gradient,
gearing or both are nonlinear, the critical deflection should be found.
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APPENDIX A
Given some very basic instrumentation5 it is a simple matter to obtain the phase relationship between
control force and control position via a pilot-generated frequency sweep at each selected flight condition.
The phase relationship between control position and control force can be obtained from the frequency
sweep data via a Fast Fourier Transform computer program. As a general rule the frequency range of
interest will be between 0.5 and 10 rad/sec.
VERIFICATION GUIDANCE
Qualitatively, pilot comments relating to control forces which are initially too light even though (FS/n)min
and ζsp are Level 1 provide a clue to the fact that this requirement is being violated.
Demonstrating compliance with this dynamic requirement requires a quantitative determination of the
phase relationship between control deflection and force. However, if the control forces clearly lead control
deflection based upon pilot comments, the requirement should be considered satisfied. It should be
emphasized that due to actual control system effects such as friction, hysteresis, etc., ground-based
simulation may not be adequate and therefore flight test results are needed.
VERIFICATION LESSONS LEARNED
5
A control position potentiometer and strain gauge to measure control force.
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Values are for Levels 1 and 2; Upper limits are doubled for Level 3
REQUIREMENT LESSONS LEARNED
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TABLE XXI. Recommended force limits for dives and recovery from dives.
(b) Centerstick 10 10
Sidestick * *
Wheel 20** 20**
(c) Centerstick 50 35
Sidestick * *
Wheel 50 35
* Limits for sidestick controllers have not been established; however, the forces must be
acceptable to the pilot.
** Two-handed operation. If operation of the trim system requires removal of one hand, the force
limits shall be as for centerstick.
VERIFICATION RATIONALE (5.2.8.6.3)
Compliance must ultimately be proven through flight test. Analysis may be used for initial verification.
VERIFICATION GUIDANCE
The tests and analyses should be conducted over the following range of aircraft and flight conditions: a
center of gravity range from most forward (combined with heaviest aircraft weight) to most aft (combined
with lightest aircraft weight); for the Service Flight Envelope altitudes from 2000 ft above MSL to the
maximum service altitude, for the range of minimum to maximum service speeds; for the Permissible
Flight Envelopes altitudes as required by the procuring activity or the ranges of the Permissible Flight
Envelope, over the speed range from VMAT to the maximum permissible.
VERIFICATION LESSONS LEARNED
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VERIFICATION GUIDANCE
Analysis and flight test should encompass the extremes of the operational altitude range and the service
flight speed range. The Level 3 requirement may be difficult to verify in practice, except in those cases
where external failure conditions (e.g., one engine out) would create the Level 3 state.
VERIFICATION LESSONS LEARNED
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Because of the well-recognized problems in modeling aerodynamics in ground effect, simulation results
generally will not be adequate for demonstrating compliance with this requirement. Flight testing
performed to demonstrate compliance with 4.2.8.6.1 should include measurement of control
displacements.
VERIFICATION LESSONS LEARNED
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γ
γ Nδ 1
= =&
θ Nθδ Tθ2 s + 1
No feedbacks to a single control surface can alter this ratio in form or dynamics. The long-term response
is related to dγ/dV, which of course depends on the position of the operating point on the power-required
curve (see 4.3.1.2).
The equivalent-system requirements for pitch attitude control (see 4.2.1.2) involve equivalent 1/Tθ2
directly (ωspTθ2 limits) or indirectly [ωsp vs. n/α where n/α =& (V/g) (1/Tθ2)]. Hence these requirements
appear to involve pitch and path control in a single criterion. However, because the experimental data
used to develop correlations for the criteria do not contain sufficient independent variation of speed and
1/Tθ2 (primarily NT-33 data), it is not possible to determine unequivocally whether the boundaries do
indeed account for path as well as pitch. The lack of sufficient data also makes it impossible to establish a
quantitative requirement for this paragraph. However, for design guidance for
372
MIL-STD-1797A
APPENDIX A
Category C Flight Phases, the actual 1/Tθ2 as well as its equivalent-system value should be at least
greater than the minimum values specified in figure 24.
The bandwidth criterion of 4.2.1.2 clearly is a specification on attitude control only and therefore requires
a separate specification on short-term path response, i.e., minimum value of 1/Tθ2. Again the values
specified in figure 24 provide reasonable guidance for Category C. These limiting values are repeated in
table XXII for reference. The values of (1/Tθ2)min in table XXII are simply the lower boundaries on n/α
tabulated in figure 24, which are for an approach speed of 135 kt. Generally speaking, 1/Tθ2 is large
enough to be of no concern for CTOL aircraft in Category A and B flight phases, and hence no data are
available to establish lower limits.
Noting that the phase angle φ(γ/θ) evaluated at ω = ωsp is given by tan-1 (ωsp Tθ2θ2), the criterion of 4.2.1.2
on equivalent ωsp Tθ2 can be easily converted to φ(γ / θ) ω= ωsp , with the results shown in table
373
MIL-STD-1797A
APPENDIX A
XXIII. The advantage of using φ(γ / θ) ω= ωsp is that it does not require a LOES fit to identify ωsp and 1/Tθ2
when the bandwidth criterion is utilized. It should be recognized that the values in table XXIII are based
on the same NT-33 flight test data as the LOES boundaries in 4.2.1.2. Until more data can be obtained to
indicate pilot rating trends and 1/Tθ2 is varied at constant ωsp, it is felt that table XXIII should be kept in the
category of guidance.
ALLOWABLE
CATEGORY LEVEL (ωsp Tθ2)min φ(γ / θ) ω= ωsp (deg)
1 1.6 -58
A
2 1.0 -45
1 1.0 -45
B
2 1.0 -45
1 1.3 -52
C
2 1.0 -45
Notice that ωsp Tθ2 =1 means that ωsp = 1/Tθ2, that is, there is no frequency separation between these two
roots; a γ/θ phase angle less than 45 deg at ωsp means that 1/Tθ2 > ωsp, that is, a high-frequency γ/θ
response.
Low 1/Tθ2 with respect to ωsp results in a large pitch-rate overshoot or, looked at another way, a large lag
in the response of γ to θ. A number of writers, including Gibson in AGARD-CP-333, have commented on
the need to avoid these excesses, too.
REQUIREMENT LESSONS LEARNED
Recent ground-based and in-flight simulations have indicated that (a) with attitude hold, the inner pitch
loop and 1/Tθ2 are not so important and (b) too much direct lift control blended with the pitch controller
may actually be harmful. See the 4.2.1.2 guidance.
5.3 Flying qualities requirements for the normal (flight path) axis-verification
374
MIL-STD-1797A
APPENDIX A
VERIFICATION GUIDANCE
For a basic conventional aircraft,
1
Tθ2
≈
ρgV
2W / s
( )(
CLα + CD 1 + C mα CLδ C mδ )
ρgV g CL g n
≈ CLα ≈ ⋅ α ≈ ⋅
2W / s V CL1 V α
That gives the limit bandwidth of outer-loop flight path control when an inner pitch attitude loop is closed,
for any flight control system mechanization utilizing a single control surface. The natural aircraft's short-
term flight path response is at a natural frequency of
(
ω sp ≈ gh m CL1k 2y c )
(see 5.2.1.2 discussion); at that frequency the path lags the attitude by a phase angle tan-1 (ωsp Tθ2).
375
MIL-STD-1797A
APPENDIX A
376
MIL-STD-1797A
APPENDIX A
Discussions for this section, including the supporting data, are taken from AFFDL-TR-69-72.
Operation on the backside of the drag curve [negative d(T - D)/dV] in the landing approach leads to
problems in airspeed and flight-path control. Systems Technology Inc. TR-24-1, AGARD Rpt 122, RAE
Aero. 2504, and AGARD Rpt 357 show that airspeed behavior, when elevator is used to control attitude
and altitude, is characterized by a first-order root that becomes unstable at speeds below minimum drag
speed. This closed-loop, constrained-flight path instability, even when the open-loop (unattended aircraft)
phugoid motion is stable, is caused by an unstable zero in the h/δe aircraft transfer function. Specifically,
Systems Technology Inc. TR-24-1 uses closed-loop analyses to show the importance of the factor 1/Th1
as an indicator of closed-loop system stability and throttle activity required. A useful measure of the
quantity 1/ Th1 is needed.
Working from the altitude-to-elevator transfer function, FDL-TDR-64-60 shows that 1/ Th1 is closely
approximated (the other two zeros generally are much larger) by the ratio D/C, where D and C are from
the expression:
h& (s) As 3 + Bs 2 + Cs + D
=
[ ][
δ e (s) s 2 + 2ζ p ωp s + ωp2 s 2 + 2ζ sp ω sp s + ω 2sp ]
The additional assumption that C is approximately equal to V(Zδe Mw – Mδe Zw) is generally valid, so that
(WADC-TR-58-82):
1 D
=
(
Th1 V Z δe M w − M δe Z w )
The climb angle γ is h& /V. Applying the limit value theorem to γ(s)/δe(s), for a step δe [δe(s) = | δe |/s] then
377
MIL-STD-1797A
APPENDIX A
dγ γ( s ) 1 D
= = ⋅
dδ e δ e (s) SS V ωp2 ω 2sp
du
=
u(s)
=−
(
g Z δe M w − M δe Z w )
dδ e δ e ( s ) ωp2 ω 2sp
Then the slope of the steady-state γ versus u curve for elevator inputs can be written
dγ dγ dδ e 1 D
=
dδ e du dδ e
=− ⋅
(
g V Z δ e M w − M δe Z w )
1 1
=− ⋅
g Th1
The limit on dγ/du at 5 knots slower than Vo min was added to assure that the aircraft remains tractable at
commonly encountered off-nominal speeds.
For design purposes, dγ/du can be estimated from the dimensional stability derivatives (which must
include any important thrust effects) as follows:
dγ 1 g Z u − Mu Z δe M δe X δe M w Z u − Z w Mu
= Xu − X w − −
du g V Z w − M w Z δe Mδe M δe − Z w + M w Z δ Mδ
e e
or
dγ 1 g Z u − Mu Z δe M δe X δe ωp ⋅ ω sp
2 2
= Xu − X w − − ⋅
du g
V 1 Tθ2 Mδ
e (
g 1 Tθ2
)
For Mu and Xδe small, the following approximation is valid except for very-short-tailed aircraft:
dγ 1 g Z
=& X u − X w − u
du g V Zw
It is possible to violate this requirement by operating well on the back side of the power-required curve
(dγ/du > 0) and still have a Level 1 aircraft as long as some other means of controlling flight path is
provided (usually power or thrust). Naturally this other controller must have satisfactory characteristics.
For example if the throttle is designated as the flightpath controller, good dynamic and steady-state flight
path response to throttle changes (γ/δT) must be assured. Although there are no quantitative data to
support this, it seems logical that progressively degraded γ/θ can be compensated with incremental
improvements in (γ/δT)SS . Examples of aircraft that have poor (γ/θ)SS characteristics but are acceptable
because flight path control is augmented with thrust are the de Havilland Twin Otter, the DHC-7, and
many carrier-based fighters (e.g., Systems Technology Inc. TR-124-1). But Pinsker (RAE-TR-71021)
found that an autothrottle to hold constant airspeed can be quite destabilizing if the thrust line passes
below the c.g. of a statically stable aircraft. Requirements on γ/δT are specified in 4.3.2 based on STOL
aircraft research.
378
MIL-STD-1797A
APPENDIX A
Since backside operation (defined as having dγ/du > 0) is most critical during landing approach, this
requirement is oriented toward that Flight Phase. To improve dγ/du requires increasing the airspeed,
which has obvious performance implications. Backside operation is also troublesome for takeoff, cruise,
and high-altitude maneuvering, but it will probably not be as critical as for the landing approach, and there
are virtually no data to define numerical limits for these Flight Phases.
In the event the aircraft is operated with a continuous flight path controller (e.g. DLC on the YC-15), which
serves (one hopes) to improve the flight path response, allowing the relaxation for aircraft with designated
flight path controller should be considered.
SUPPORTING DATA
The 1/Th1 data used to set numerical limits on dγ/du are given in AFFDL-TR-66-2, NASA-TN-D-2251,
AGARD Rpt 420, AFFDL-TR-65-227, and "Simulator and Analytical Studies of Fundamental Longitudinal
Problems in Carrier Approach" as in the following discussion.
It is apparent from figures 125 - 127 (from AFFDL-TR-66-2) that pilot ratings of 1/Th1 are dependent on
the values of ζp. For Level 1, 4.2.1.2 requires ζp > 0.04; greater damping might result from autothrottle or
similar augmentation. Therefore, the positive ζp data of figure 125 were used to establish the Level 1
requirement for 1/ Th1 or dγ/dV. (The data from figures 126 - 128 are obviously too conservative for Level
1. The configurations for figure 126 had ωsp marginally close to the lower Level 1 boundary; while those
for figure 128 were downrated because of the pitch response to horizontal gusts caused by Mu.) For
Levels 2 and 3, the zero-ζp data seem appropriate:
Figure Level 2 Level 3
125 1/Th1 > -0.08 1/Th1 > -0.12
379
MIL-STD-1797A
APPENDIX A
FIGURE 125. Landing approach (T-33, AFFDL-TR-66-2). FIGURE 126. Landing approach (T-33, AFFDL-TR-66-2).
380
MIL-STD-1797A
APPENDIX A
FIGURE 127. Landing approach (T-33, AFFDL-TR-66-2). FIGURE 128. Landing approach (T-33, AFFDL-TR-66-2).
381
MIL-STD-1797A
APPENDIX A
Combinations of Level 2 or 3 values of 1/ Th1 with low ζp, ωsp , or both appear worse than cases with high
ζp and ωsp . With these considerations in mind, Th1 = -0.02 was chosen for the Level 1 boundary, -0.05 for
Level 2, and -0.08 for Level 3. These values of 1/ Th1 correspond to the dγ/dV values specified: multiply 1/
Th1 by -(57.3) (1.689)/(32.2) = -3.
The ground simulator experiment of “Simulator and Analytical Studies of Fundamental Longitudinal
Control Problems in Carrier Approach" altered 1/ Th1 by changing Xw and Xδe and also considered the
influences of thrust-line inclination and thrust-line offset on the flying qualities. There are very limited data
for thrust-line offset, and the decision was made to assume that designers will take reasonable steps to
keep the offset as small as possible. The data for zero thrust-line offset are presented in figure 129 for
different values of thrust-line inclination. The data do seem to indicate that some thrust-line inclination is
desirable, but the variations in rating due to inclination are well within the scatter of the data considered
as a whole.
The data from ground simulator experiments of NASA-TN-D-2251 and AFFDL-TR-65-227 are presented
in figure 130. It should be mentioned that only the data for the highest static margin in NASA-TN-D-2251
are presented because the lower static margins result in values of ωsp that are too low for Level 1.
The data from the in-flight experiment of AGARD Rpt 420 are presented in figure 131. There are several
factors that influence interpretation of this data. First, the pilot rating scale used is a modified version of
the Cooper scale and is rather difficult to interpret. Second, the speed stability was changed by altering
∂T/∂V as well as a ∂T/∂α, which means that unstable values of speed stability were accompanied by
negative values of phugoid damping. Since the speed stability was altered in this experiment by using
engine thrust, the pilot could use the engine noise as an airspeed cue. The final (and probably most
significant) factor is that most of the approaches were flown VFR, with a ground controller supplying
continuous flight-path information by radio using a theodolite. AGARD Rpt 420 states that this type of
technique resulted in very tight control of flight path. A few approaches were made using precision-
approach radar, these were much more difficult for the pilot to successfully accomplish. The relationship
between the speed stability parameter 1/T2 of figure 131 and 1/ Th1 is as follows:
A comparison of the requirements derived from figures 125 through 128 and the data from figures 129
through 131 are presented in the following tabulation. Note that in figures 129 through 131, the pilot rating
scale is the Cooper scale. The Levels are qualitatively equivalent to those of the Cooper-Harper scale,
but their boundaries on the scale are different. On the Cooper scale the Level 1 boundary is at 3.5, the
Level 2 boundary is at 5.5, and the Level 3 boundary is at 7 (see AFFDL-TR-69-72).
Level 1 Level 2 Level 3
Requirement of 4.3.1.2 -0.02 -0.05 -0.08
Figure 129 -0.035 -0.084 -0.107
Figure 130 -0.020 to -0.095 -1.121
-0.035
Figure 130 -0.010 - -
Figure 131 (no thrust lag) +0.010 -0.190 -0.360
Figure 131 (thrust lag) +0.017 -0.060 -0.125
The primary problem with figure 129 seems to be that the majority of the data points are for VFR
approaches with unusually good flight-path information available to the pilot (see AGARD Rpt 420)
382
MIL-STD-1797A
APPENDIX A
383
MIL-STD-1797A
APPENDIX A
384
MIL-STD-1797A
APPENDIX A
dγ 2 T V ∂(T / W ) γ 0 CL CNα
≈− − cos(α + i t ) − γ 1 +
dV U0 W 2 ∂u C C
1 − Lδ mα
C mδ CNα
T sin(α + i ) + C C
CL1 W t Dα L1 z t CLδ T V ∂( T / W )
−
1 + c C − sin(α + i t )
−
CNα CLδ C mα
mδ
W 2
∂u
1−
C mδ CNα
showing the effects of flight path angle, thrust offset, and thrust variation with airspeed at constant
throttle.
The most straight forward measurement method is probably to use a well-calibrated airspeed indicator
and an accurate measure of vertical speed, such as a radar altimeter. The climb angle is then equal to
Vertical speed
sin -1
True airspeed
385
MIL-STD-1797A
APPENDIX A
386
MIL-STD-1797A
APPENDIX A
387
MIL-STD-1797A
APPENDIX A
388
MIL-STD-1797A
APPENDIX A
389
MIL-STD-1797A
APPENDIX A
For all but the most unconventional aircraft, the requirement on airspeed/attitude consonance is satisfied
automatically throughout the Service Flight Envelope, in which the flying qualities requirements generally
apply: the ratio is determined by the ratio of transfer-function numerators
u(s) Nuδ
= θ =
(
(Xα − g) s + 1 Tu1 )
( )(
θ(s) Nδ (1 + Mw& Zδ / Mδ ) s + 1 Tθ1 s + 1 Tθ 2 )
For Xδ = 0 (expression adapted from WADC-TR-58-82), where δ generically represents either pitch
control force or deflection, 1/Tu1 and 1/Tθ2 are generally positive (stable). From WADC-TR-58-82,
ζ spωsp
1 Tu1 =&
∂CD Cmq + Cmα&
2
CNα 1 −
∂CL 2k 2yCNα
will always be roughly the same as ζsp ωsp but can be either greater or smaller. Since
1 1 Z 1 − (Z δ Mδ ) (Mu Zu )
= −g u
Th1 Tθ1 Z α 1 − (Zδ Mδ ) (Mα Z α )
1/Tθ1 goes through zero at an airspeed below that for zero 1/Th1 -- see 4.3.1.2. As airspeed is decreased,
1/Tθ1 becomes negative (unstable) somewhere between the speed for zero dγ/dV and stall speed, and
usually below Vmin. A pilot tightly closing an inner attitude loop will tend to drive one of the closed-loop
characteristic roots (of the transfer-function denominator) into 1/ Tθ1. This consonance requirement is
incorporated in the standard primarily to insure acceptable airspeed response characteristics for
augmented aircraft that may have unconventional airspeed response to changes in attitude, or aircraft
with an unusually broad range of negative Tθ1.
Most aircraft that meet the equivalent phugoid and short-period requirements of 4.2.1.1 and 4.2.1.2
should automatically meet the requirements of this section because of the inherent relationships between
pitch attitude and airspeed. However, aircraft with some form of direct force control (such as DLC or
autothrottles) may modify the classical attitude/airspeed relationship significantly. For example, a tight
autothrottle loop will result in essentially zero airspeed change with changes in pitch attitude. In some
flight conditions, with an offset or tilted thrust line it is conceivable that the autothrottle could result in
increasing airspeed with increasing pitch attitude. Such undesirable characteristics would be disallowed
by this requirement.
In accordance with classical definitions of static stability the prohibition of airspeed divergence will be
considered satisfied if the gradients of pitch control force and deflection with airspeed are negative, that
is, if the aircraft will return toward its trim airspeed after a speed disturbance, controls fixed or free.
Insisting on a stable control position gradient can result in significant restriction in the aft c.g. limit if no
more than downsprings and bobweights are used to improve controls-free stability. That limits aircraft
utility. Downsprings and bobweights have been utilized on many successful aircraft--particularly
commercial transports--to augment the stick force gradient when the stick position gradient is unstable,
although overdoing that can induce a dynamic instability. The requirement on deflection gradient has
been kept here as a reflection of the potentially greater demands of military missions and the tendency of
an arm supported by a thigh or armrest to restrict stick motion when the pilot is grasping the control. With
the use of “response feel', through feedback of normal acceleration and pitch rate in place of bobweights,
390
MIL-STD-1797A
APPENDIX A
downsprings, etc. and a fully-powered system, controls-fixed and controls-free stability become the same.
It is well recognized that the stick force gradient with airspeed is an important flying quality metric.
Unfortunately, there seems to be no general agreement on what constitutes the lower boundary, short of
neutral stability. Hence we require only that the gradient not be unstable. For Level 3 refer to guidance for
4.2.1.2.
The data supporting this requirement are the same as the data supporting the phugoid requirement in
4.2.1.1 and the Level 3 requirement in 4.2.1.2.
REQUIREMENT LESSONS LEARNED
The need for a convergent airspeed response for acceptable flying qualities is well recognized. Recent
experience in testing modified control laws on the F-16 has shown that some level of speed stability is
helpful in the approach flight condition. The rest of the augmentation insures good attitude stability with or
without angle of attack feedback. However, pilots indicated that the speed cue (provided by the angle of
attack feedback) was necessary at high angle of attack to avoid inadvertent stalls near the ground: an
angle of attack signal comes in just below approach speed as a cue of stall approach, though at normal
approach speed F-16 pilots prefer a pitch rate command.
The DFVLR variable-stability Hansa Jet used spoilers for direct lift control. It was found that without
further compensation, the spoiler drag more than negated the improvements in flight-path control due to
DLC.
The allowance of a divergent airspeed response for Level 3 is based on ground-based and in-flight
simulation studies related to the Boeing SST, the B-1, and other configurations that have shown the
apparent feasibility even of instrument landing with instabilities as great as 6 seconds to double
amplitude. For prolonged flight with other high pilot workload, the less acute attention to piloting may
further limit the allowable divergence. Actually, with complete pilot attention somewhat quicker
divergences have appeared controllable. We have left some allowance for workload, design and loading
uncertainties; pilot unfamiliarity with instability; and a range of possibilities for total damping. With regard
to the last factor, Schuler (AFWAL-TR-82-3014) has shown that the 6-second limit is not necessarily
conservative.
391
MIL-STD-1797A
APPENDIX A
The acceleration-deceleration method is popular because it, is the quickest. After trimming, the aircraft is
decelerated to the specified lower limit of the speed range by reducing power and holding altitude
constant with the elevator. The aircraft is next accelerated to the maximum specified speed and then
decelerated to the trim speed. All this is done at constant altitude. The method is fast and data can be
recorded continuously during the maneuver. One practical problem, however, is that unless the pilot
changes power slowly and moves the elevator smoothly so that normal acceleration is held very close to
1.0, the data will include unwanted contributions from δe/n (constant speed).
At low speeds, the control force versus airspeed gradients obtained by the two methods will be essentially
equal. At higher speed air density, the speed of sound will vary appreciably during static stability tests
using the stabilized method (not during acceleration-deceleration tests, in which altitude is constant). It is
not obvious which type of test most accurately measures static stability. It is obvious, however, that the
stabilized method is very time-consuming and exhibits poor repeatability at high speed. For this reason,
the acceleration-deceleration method is generally preferable for testing at high speeds.
A possible source of error with the acceleration-deceleration tests should be mentioned. The tests are
usually conducted using off-trim throttle settings. The pitching moment and vertical force changes with
speed at an off-trim throttle setting may be significantly different from those obtained at the trim throttle
setting. Thrust-line offset from the c.g. and inlet airflow turning are sources of the difference. This
difference can be accounted for by a priori knowledge of engine thrust and slipstream effects, or a small
difference can be averaged out.
In view of the above discussion, the following techniques are recommended as a reasonable compromise
between accuracy and practicality. At low speeds where the altitude changes associated with constant-
throttle airspeed changes are small and where operation near the stall speed is required, the constant-
power stabilized-airspeed method works very nicely. At high speeds (say M > 0.4) where the altitude
excursions associated with the stabilized-airspeed method become larger, economy considerations
dictate that some form of the acceleration-deceleration method be employed. To insure that the results of
the test give a reasonable indication of throttle-fixed stability, hold normal acceleration as close to 1.0 g
as is possible without use of abrupt control movements; data should only be taken during the parts with
the throttle at the trim setting.6 For climbing or descending Flight Phases, other appropriate throttle
settings should be used; but the acceleration-deceleration runs are still to be conducted in level flight.
In testing for compliance, if the control gradients obtained for a number of trim points are stable over the
specified speed range, relatively few trim points will be needed. If an unstable region is found far from the
trim point, however, the test should be repeated with the aircraft trimmed closer to the unstable region,
the aircraft may or may not be stable within the specified speed range about the new trim point.
Aircraft having certain types of stability augmentation, such as rate-command/attitude-hold or maneuver-
command systems, will have zero stick force gradients with airspeed. For these aircraft, the flight tests
conducted to satisfy the phugoid stability requirements of 4.2.1.1 should be utilized to show compliance
with this paragraph.
6
The combined effect of thrust and acceleration can be seen by comparing acceleration and deceleration
data, but for showing specification compliance only the data for the trim throttle setting are pertinent.
392
MIL-STD-1797A
APPENDIX A
VERIFICATION GUIDANCE
In terms of effective stability derivatives, speed stability is neutral when the dynamic characteristic
equation's coefficient of s0 is zero, indicating one real root at the origin. From AFFDL-TR-65-218, this
coefficient is known as E and:
E∝
(
cos γ 0 CLα + CD ) V2 ∂C∂um − qTS ZcT + ρVS
Z T ∂T
−
c ∂u
V ∂CL sin ξ ∂T
C mα CL + +
2 ∂u ρVS ∂u
V ∂C m
+ sin γ 0
2 ∂u
−
q
T ZT
S c ρ
Z ∂T
+ T
VS ∂u
(
CL − CDα )
V ∂CD cos ξ ∂T
+ C mα CD + −
2 ∂u ρVS ∂u
= 0
where q = ρV02/2, zT is the (normal) distance from the aircraft center of gravity to the thrust line (positive
to TL below c.g.), and ξ = α + iT is the inclination of the thrust line to the direction of motion. The
expression is only half as complicated for level flight (γ = 0), and when further the u derivatives are
negligible we have just
C mα Tz T
=−
C Lα + C D Wc
as the condition for neutral stability. Cmα of course varies with c.g. location, being more stable (negative)
at forward c.g.'s.
AFFDL-TR-65-218 also gives methods to analyze the effects of spring tabs, downsprings, etc.
VERIFICATION LESSONS LEARNED
393
MIL-STD-1797A
APPENDIX A
394
MIL-STD-1797A
APPENDIX A
395
MIL-STD-1797A
APPENDIX A
[ ]
−τ
s
φ K φ ζ φ , ω φ e ep β ( )
A 3 s 3 + A 2 s 2 + A 1s + A 0 e eβ
τ
δ as orFas
=
[ ] ,
(1 / Ts )(1 / TR ) ζ d , ω d δ rp orFrp
=
(1 / TS )(1 / TR )[ζ d , ω d ]
The equivalent system is to be fit to the higher-order system using algorithms similar to those specified in
Appendix B of the Handbook, over the frequency range from 0.1 rad/sec to 10.0 rad/sec. Use δ for
deflection control systems (pilot controller deflection commands the control effector) and F for force
control systems (pilot controller force commands the control effector).
396
MIL-STD-1797A
APPENDIX A
constant, TR, of the roll rate response following a step rolling moment input. Therefore, a direct
requirement on TR has been specified.
FIGURE 132. Ratings versus roll damping - flight test, moving-base, fixed base with
random input (from AFFDL-TR-65-138).
Limits for the other parameters in the p/Fas transfer function, Equation 1, are given in other paragraphs in
this Handbook.
SUPPORTING DATA
AFFDL-TR-69-72 contains a concise description of data available for development and support of the
recommended values of table XXIV. The following discussion is primarily taken from AFFDL-TR-69-72.
Level 1 Requirements
The starting point for specification of the criteria was the recommendation pertaining to roll mode time
constant given in AFFDL-TR-65-138 and NASA Memo 1-29-59A. Both report on extensive surveys of roll
flying qualities and so are directly applicable to this effort. NASA Memo 1-29-59A proposes a maximum
TR = 1.3 seconds for Class IV aircraft and TR = 1.5 seconds for all other classes (figure 133). From
theoretical considerations and from analysis, AFFDL-TR-65-138 concluded that “The maximum value of
TR considered satisfactory is about 1.3 to 1.5; and there is no strong evidence in existing data or theory
397
MIL-STD-1797A
APPENDIX A
for allowing this value to increase with airplane size or mission." While there is still no strong evidence to
indicate that the requirements can be relaxed, several reports on in-flight evaluations (NASA-TN-D-3726,
Princeton Univ Rpt 727, and AFFDL-TR-67-98) indicate that, for Class I and IV aircraft performing
precision tasks, even shorter values of TR are required to obtain satisfactory flying qualities.
Princeton Univ Rpt 727 (figures 134, 135, and 136) shows that maximum satisfactory TR for fighter aircraft
for a carrier approach is approximately 1 second. AFFDL-TR-67-98 (figure 137) shows that with a TR of
1.3 seconds, the best pilot rating obtained was 5 and in conclusion stated, "Because of the roll control
difficulties the pilot experienced with the long roll mode time constant configuration, it was concluded that
a roll mode time constant of 1.3 seconds or greater is unsatisfactory for a fighter mission." One prominent
manufacturer of fighter aircraft stated that fighter aircraft should have a TR of 0.6 to 0.8 seconds. NASA-
TN-D-3126 indicates, from consideration of time required to reach maximum roll rate, that Class I and
small Class II aircraft require reasonably short roll mode time constants as well.
The data of NASA Memo 1-29-59A (figures 138 through 142) have been widely referenced and
interpreted, as for example in AFFDL-TR-65-138 and NADC-ED-6282. It should be noted, however, that
the in-flight evaluations in NASA Memo 1-29-59A were all for TR less than 0.8 seconds (figure 141) and
any conclusions about roll mode time constants longer than 0.8 seconds would be based on the ground
simulation data only. In general, the in-flight ratings of NASA Memo 1-29-59A were worse than for the
single-degree-of-freedom ground simulation ratings (figure 142). This indicates that the presented one-
degree-of-freedom data (figure 140) may be a little optimistic. This difference in pilot ratings was
discussed in NASA Memo 1-29-59A:
The principal argument is that the pilots' opinion of roll performance was adversely
influenced by the coupling between the modes of motion which exist to some degree in
all airplanes, but which for airplane D and for the low speed range of airplane F [see
figure 132] were excessive, and which the single-degree-of-freedom analysis used herein
obviously does not take into account. However, for airplane F, as the speed was
increased the rolling motions approached those described by a single-degree-of-freedom
system and correspondingly the actual pilot rating approached the predicted rating.
Secondary factors which may have contributed to the above trend, wherein the actual
rating was greater than the predicted, were objectionable control system dynamics and
control system forces which may have been present.
So the simulator data (figures 138 and 139) may be considered to represent ideal aircraft.
Since, in general, a knee occurs in most of the data at approximately TR = 1 second (figure 132), and
since TR = 1 second is at least consistent with all pertinent data, this value has been selected as the
recommended Level 1 limit for Class I, II-C, and IV aircraft for Flight Phase Category C, and for Class I
and IV aircraft for Flight Phase Category A.
398
MIL-STD-1797A
APPENDIX A
FIGURE 133. Proposed roll performance requirements (MIL-F-8785) for Class III aircraft
(from NADC-ED-6282).
FIGURE 134. Lateral control boundaries (from Princeton Univ Rpt 727).
399
MIL-STD-1797A
APPENDIX A
FIGURE 135. Lateral flying qualities boundaries (Lβ vs. TR , ζd = 0.1) (from Princeton
Univ Rpt 727).
FIGURE 136. Lateral flying qualities boundaries (Lβ vs. TR, ζd = 0.4) (from Princeton Univ Rpt 727).
400
MIL-STD-1797A
APPENDIX A
FIGURE 137. Pilot ratings and optimum aileron sensitivity (Medium φ/βd, Long TR )
(from AFFDL-TR-67-98).
401
MIL-STD-1797A
APPENDIX A
FIGURE 138. Variation of pilot opinion with Lδa FIGURE 139. Variation of pilot opinion with Lδ a
δamax, for constant values of TR as δamax for constant values of TR as
obtained from the stationary flight obtained from the moving flight
simulator (from NASA Memo 1-29-59A). simulator (from NASA Memo
1-29-59A).
403
MIL-STD-1797A
APPENDIX A
FIGURE 140. Comparison of pilot opinion boundaries FIGURE 141. Range of parameters Lδ a δamax and TR
obtained from the fixed and moving flight simulators covered in the flight investigation, shown in comparison
(from NASA Memo 1-29-59A) with the motion simulator drived boundaries (from
NASA Memo 1-29-59A).
404
MIL-STD-1797A
APPENDIX A
FIGURE 142. Comparison of in-flight pilot-opinion rating with those predicted from flight
simulator boundaries (from NASA Memo 1-29-59A).
For Class I and IV aircraft performing Flight Phase Category B tasks, and for Class II-L and III aircraft
performing all tasks, available data support a maximum value of TR = 1.3 to 1.5 seconds; an average
value of TR = 1.4 seconds was selected. Ground simulator data in NASA-TN-D-1888 tend to support this
value for large aircraft (cross-hatched curves in figure 132); and in-flight data in WADD-TR-61-147 for
small Class II airplanes, Flight Phase Category B (figure 143), support a TR at least greater than 1.2
seconds.
An additional consideration that is demonstrated by much of the data, for example Princeton Univ Rpt 727
and AFFDL-TR-65-39, is that the required TR is, to a degree, determined by the value of Lβ or |φ/β|d . The
in-flight data of Princeton Univ Rpt 727 (figures 135 and 136) show this dependence directly. In the
opinion of the author of AFFDL-TR-65-39, the main reason for the differences between the data of
AFFDL-TR-65-39 and the data to which it is compared (see figure 144) is that the AFFDL-TR-65-39
ground simulator data were based on a much larger value of |φ/β|d. In addition, the lack of an adequate
flight path display for the simulated high-speed condition (M = 1.2) of AFFDL-TR-65-39 may have
contributed. The pilot ratings of both the AFFDL-TR-65-39 and Princeton Univ Rpt 727 data are degraded
because of the response to atmospheric disturbances. This phenomenon is discussed in the
substantiation for the paragraph covering the response to atmospheric disturbances.
Level 2 Requirements
AFFDL-TR-65-138 and NASA-TN-D-1888 do not make recommendations for Level 2 criteria as they did
for Level 1. However, using available pilot rating data, it is possible to select values of TR that are
consistent with available data.
405
MIL-STD-1797A
APPENDIX A
FIGURE 143. Pilot rating versus roll mode time constant (from WADD-TR-61-147).
FIGURE 144. Average pilot rating of roll mode time constant (from AFFDL-TR-65-39).
406
MIL-STD-1797A
APPENDIX A
Examination of figure 132 (from AFFDL-TR-65-138), which summarizes data from NASA Memo 1-29-59A
and NASA-TN-D-1888, shows that for a change in pilot rating from 3-1/2 to 5 or 5-1/2, TR goes from
approximately 1.3 to 3 seconds. Thus, even though the NASA Memo 1-29-59A data are based on a
fighter mission, the data do indicate the gradient of pilot rating with TR over the noted ranges. AFFDL-TR-
67-98 indicates, from in-flight evaluations, that for fighter aircraft performing precision and maneuvering
tasks, the pilot ratings degraded to marginally acceptable for TR of 1.3 to 1.6 seconds. For large aircraft,
RAE Aero 2688 suggests TR values of 2.3 seconds for the satisfactory boundary and 6 seconds for
acceptable; however, these levels are probably associated with somewhat poorer flying qualities than the
Levels 1 and 2 of paragraph 1.5. The Level 2 recommendations were selected from these considerations.
Level 3 Requirement
A Level 3 value of TR = 10 seconds is relatively arbitrary but is based on data of AFFDL-TR-65-39 (figure
144) for fighter aircraft. While the selected value cannot be vigorously defended, it does legislate against
unstable roll modes while permitting effective acceleration-like responses to control inputs such as can be
obtained on wingless vehicles.
REQUIREMENT LESSONS LEARNED
A comprehensive series of flight tests was recently conducted on the variable stability NT-33 to
investigate the effect of higher-order system dynamics on lateral handling qualities (LATHOS for Lateral
High-Order Systems, AFWAL-TR-81-3171), figure 145. Values of TR within the existing Level 1 boundary
were tested. However, the data for 1/TR greater than 1 supports the current boundary (TR < 1.0 sec) up to
a value of 1/TR = 3 (TR = 0.33). For 1/TR greater than 3 the pilot ratings show a consistent degradation, a
trend that is not included in the current requirement. The pilot comments for these cases center about
excessive lateral abruptness and roll ratcheting. These results are supported by the fact that some
modern airplanes equipped with high-gain command augmentation systems (CAS) have short TR and
also experience excessive lateral sensitivity which has been described as roll ratcheting. CAS
characteristics which may alleviate roll ratcheting are discussed at length in 4.5.9.3. The following will
examine only the effects of low values of TR.
Several examples of ratcheting are shown in figures 141, 143, and 144 of 4.5.9.3. The phenomenon is
characterized by near-limit-cycle oscillations at frequencies between 2 and 3 cycles per second (12 to 18
rad/sec), well above the frequency of pilot control in the roll axis. The apparent dominant factor in
ratcheting is excessive control gain (i.e., stick sensitivity) at these high frequencies. It has been
suggested (Calspan FRM No. 554) that the root cause of ratcheting involves pilot closed-loop response to
lateral acceleration cues: with a reasonable pilot lag, a closed-loop instability can exist when TR is too
short.
A related possible explanation for ratcheting is physiological in nature. That is, since the mass
combination of pilot hand/arm and control stick are subjected to abrupt lateral accelerations, the effect
would be a bobweight which would feed back to the aircraft motion. This phenomenon has been related
to longitudinal pilot-induced oscillations (NORAIR Rpt No. NOR-64-143). Experiments conducted at the
Air Force Aerospace Medical Research Laboratory (AMRL) investigated pilot control performance while
experiencing sinusoidal lateral vibrations (AMRL-TR-73-78). A simple roll-bar-tracking maneuver with a
well-behaved controlled element was utilized. Figure 146 compares results of this experiment with an
analytical model for stick deflection response to lateral accelerations. Pilot closed-loop tracking was at
around 5 rad/sec, while an oscillatory arm/stick bobweight mode occurred at about 2 cycles per second
(12 rad/sec) -- near the frequencies of the observed ratcheting oscillations in the LATHOS experiment.
407
MIL-STD-1797A
APPENDIX A
FIGURE 146. Comparison of models and data for closed-loop stick deflection responses
under lateral vibration (AMRL-TR-73-78).
Several solutions to the problem of excessive sensitivity have been found. These are discussed in
conjunction with the roll sensitivity discussion in 4.5.9.3. Those solutions are to: 1) decrease the stick
sensitivity around neutral; 2) avoid too-low augmented-aircraft values of 1/TR; and 3) add a low-frequency
stick prefilter with a break frequency of at least 10 rad/sec.
408
MIL-STD-1797A
APPENDIX A
Reduction of stick sensitivity for CAS-equipped aircraft is relatively straightforward. Use of nonlinear
gradients (p/Fas ) on LATHOS reduced the sensitivity only slightly but improved pilot ratings from 7 to 4
(see figures 145 and 146). It is clear that low sensitivity-around neutral is essential for acceptable flying
qualities.
Prefilters in the forward path were found to alleviate ratcheting on both LATHOS and the YA-7D DIGITAC
(AFFTC-TR-76-15). The time constants of the filters were well into the range of pilot crossover (1/TF
around 3 rad/sec), and their effect as observed by the pilot was to smooth aircraft response (i.e., increase
TR). However, this should not be considered as a universal fix to the problem of sensitivity, since the
aircraft response to outside disturbances might still be unacceptably abrupt. More importantly, prefilters
can add considerable equivalent time delay to the system. In the longitudinal axis, a first-order lag 1/TL of
3 rad/sec adds more than 0.1 sec to overall equivalent time delay, τe (see figure 18a). For the T-33
LATHOS experiment, where basic τe due to actuators was small (0.028 sec), this equivalent time delay
was not significant. But on a highly augmented aircraft where structural filters, sensor filters, digital time
delay, etc., may already contribute considerable lag, a prefilter could make the aircraft totally
unacceptable due to excessive time delay. The effect of time delay on pilot rating was considerable in the
LATHOS experiment as shown in figure 168.
In summary, a large value of 1/TR appears to result in excessive gain at high frequencies (see figure 147)
which seems to be the root cause of roll ratcheting. The resulting lateral acceleration on the pilot would
seem to account for the observed difference between in-flight and ground-based simulator results. The
ratcheting can be alleviated to some extent by reducing the stick gain for small inputs, i.e., most high-
frequency control activity occurs close to neutral roll command (see figure 194). However, resisting the
temptation to overaugment 1/TR seems to be the best overall solution. Even then, some nonlinear stick
shaping will most likely be required (see figure 194).
409
MIL-STD-1797A
APPENDIX A
For a normal aircraft the roll mode, characterized by the first-order time constant, TR, takes on the
following form following a step aileron input:
where
410
MIL-STD-1797A
APPENDIX A
− ρVg C′l
1
≈ C′l − β C′n − 2k 2z CL
TR 4(w S )k 2x p C′nβ p 1
C li + Cni I xz Iz Cni + C li I xz I x
C′li = , C′ni =
1 − I2xz (I xIz ) 1 − I2xz (I xIz )
CL1 = W (q S ), ( )
k 2x = I x mb 2 , ( )
k 2z = I z mb 2
For a rate-limited control input, take time = 0 at the midpoint of the ramp to determine TR.
Methods of extracting values of TR from flight test data are given in AFFDL-TR-69-72.
VERIFICATION LESSONS LEARNED
411
MIL-STD-1797A
APPENDIX A
Grouping Category C Flight Phases with Category A Flight Phases is based on the consideration that
during Category A and C Flight Phases the pilot is in more continuous control of the aircraft than in
Category B Flight Phase and is therefore less concerned about long-term attitude characteristics. This
point was demonstrated in the TIFS Phase I landing approach experiments reported in AFFDL-TR-71-
164. Spiral roots with time to double of 9.6 sec were hardly noticed and a case with time to double of 6.4
sec, although noted, was not considered reason for downgrading the evaluation. Based on these data
together with the extensive data in FAA-ADS-69-13 and NRC of Canada Rpt LTR-FR-12, it is
recommended that the Level 2 limit on T2 be 8 sec. Even this limit is a conservative interpretation of the
data in FAA-ADS-69-13, which could be used to support a value of T2 = 6 sec for Level 2. The gradient of
pilot rating with time to double is steep, however, and a conservative interpretation is believed justified.
412
MIL-STD-1797A
APPENDIX A
The data of Cornell Aero Lab TB-574-F-6 (figure 148) tend to suggest, however, that a higher value of T2
might be justified for Level 2.
FIGURE 148. Limits of satisfactory and tolerable rates of spiral divergence (from
Cornell Aero Lab TB-574-F-6).
For Level 3, a value of T2 > 4 seconds was selected as a compromise between what is flyable and what is
controllable if the pilot cannot devote full attention to flying the aircraft. This subject was discussed as
follows in Cornell Aero Lab TB-574-F-6:
The minimum tolerable time to double amplitude of the spiral divergence was very much
longer than the minimum allowed by the existing handling qualities specifications
(reference [Navy BuAero-R-119B/USAF-C-1815B]). It is believed that the concept of the
spiral divergence being unimportant to the pilot, because it is slow enough to be
controlled, had led to considerable confusion on the subject. It is true that the pilot can
control an airplane with a very rapid divergence (say, time to double amplitude of 2 or 4
seconds) when he has nothing to do but fly the airplane. Therefore, tests made with a
rapid divergence where the pilot devoted full attention to flying, or made under conditions
such as a landing approach, where the pilot necessarily devotes nearly all of his time to
flying the airplane, will show that the minimum tolerable time to double amplitude is very
low. However, there are many circumstances where the pilot does not, and indeed,
cannot devote all of his attention to flying the airplane. He must read maps, work
navigation problems, consult radio facilities handbooks, or route manuals, tune radios,
and carry on various other activities. It is impossible for him to handle these tasks
effectively if, every time he diverts his attention, the airplane starts spiraling off. It is
perfectly reasonable, then, for pilots to find an airplane with a rapid spiral divergence
perfectly flyable yet absolutely intolerable.
413
MIL-STD-1797A
APPENDIX A
In NADC-ED-6282, a limit of T1/2 > 10 seconds on the degree of spiral stability was recommended
primarily from consideration of Cornell Aero Lab TB-1094-F-1 and WADC-TR-59-135. TB-1094-F-1 stated
that “the maximum desired spiral stability appears to be a time to half amplitude of 10 seconds.” Based on
closed-loop analysis, WADC-TR-59-135 suggested that T1/2 less than approximately 7 to 14 seconds
would generally cause a degradation of pilot opinion. If the experimental in-flight data of TB-574-F-6
(figure 148) and TB-1094-F-1 (figure 149) are examined, however, it can be seen that good pilot ratings
are obtained for T1/2 = 10 seconds and that the flying qualities do not begin to degrade appreciably until
T1/2 = 5 seconds.
Figure 149. Data for all types of flying pilot opinion versus spiral damping (from
Cornell Aero Lab TB-1094-F-1).
Although there are some data that indicate there should be some limit on the degree of positive spiral
stability, other data show that strong positive spiral stability can be beneficial. For example, in the
program described in Cornell Aero Lab IH-2154-F-1, a wings-leveling device was installed in an aircraft
that resulted in an effective highly convergent spiral. Although some pilots commented on the high forces
required to hold the airplane in a turn, the flying qualities were considered to be quite acceptable and, in
some respects, definitely preferable to neutral spiral stability.
For these reasons, it was decided not to recommend a requirement on positive Ts or T1/2 at this time, but
instead to recommend requirements on other factors associated with convergent spirals. That is, the limit
on aileron forces in turns and the required roll maneuverability will effectively limit T1/2.
It should be noted that the spiral requirements include the effect of lateral trim change with speed as well
as the constant-speed spiral stability characteristics, since this is more representative of what the pilot
sees than are constant-speed stability effects alone.
REQUIREMENT LESSONS LEARNED
This requirement is well established and the numbers come from operational experience, borne out by
rough estimates of the lower limit of pilots' frequency range of active control.
414
MIL-STD-1797A
APPENDIX A
1 g C ′l r − C ′nr C ′l β C ′nβ
≈
Ts V C ′ − C ′ − 2k 2 C C ′ C ′
lp nβ
np z L1
lβ
where quantities are as defined in guidance for 5.5.1.1.
VERIFICATION LESSONS LEARNED
The very low frequency typical of the spiral mode makes the spiral time constant difficult to measure by
dynamic parameter identification techniques.
415
MIL-STD-1797A
APPENDIX A
TABLE XXVI. Recommended minimum values for roll-spiral damping coefficient, ζRS ωRS
LEVEL CATEGORY A CATEGORIES
B AND C**
1 * 0.5
2 * 0.3
3 * 0.15
* The aircraft shall not exhibit a coupled roll-spiral mode in Category A Flight Phases.
** The aircraft shall not exhibit a coupled roll-spiral oscillation in Category C Flight Phases requiring rapid
turning maneuvers such as short approaches.
SUPPORTING DATA
NASA-CR-778, AFFDL-TR-65-39, and NASA-TN-D-5466 contain results of simulations involving coupled
roll-spiral modes. In all cases the longitudinal characteristics of the baseline vehicle were rated Level 1 by
the evaluation pilots. In addition, all lateral phugoid cases were characteristic of lifting bodies: large
effective dihedral, low roll damping, and positive yaw acceleration due to roll rate.
416
MIL-STD-1797A
APPENDIX A
The data of NASA-CR-778 are for an in-flight simulation of a reentry vehicle using the Calspan variable-
stability T-33. Figures 150, 151, and 152 present results of the simulation utilizing spiral descent and
landing approach (figure 150) and up-and-away flight (figures 151 and 152) maneuvers. Four pilots
evaluated the configurations, and inter-pilot variations in ratings were small for most cases. Figure 150
shows that in smooth air and slight proverse yaw due to ailerons, (ωφ/ωd)2 = 1.344, a lateral phugoid is
acceptable but unsatisfactory (Ratings are based on the 10-point CAL scale). Ratings degrade quickly in
turbulence, and as (ωφ/ωd)2 becomes much less than or greater than 1.0. Figure 152 shows poor ratings
for all configurations; this may be due to the large value of |φ/β|d (8.58). However, in general, in light or
less turbulence and with low yaw due to ailerons, a lateral phugoid mode is not shown to be objectionable
(note that for figures 151 and 152, ζd is Level 2 in value) for the tasks considered to be low-demand
(Category B) in nature.
The ground simulation of NASA-TN-D-5466 involved cruise and low-speed conditions, including several
ILS approaches. These also, with the exception of the ILS approaches, are Category-B-type maneuvers.
However, the approach ratings were reported to correlate with the low-speed (general all-around flying)
ratings, so all these could be considered to be Category C data. Results are shown on figure 153. The
boundaries of table XXVI are shown for comparison. In general, though the dutch roll characteristics (ζd,
ωd, |φ/β|d) and adverse aileron yaw [ (ωφ2/ωd2)] are varied, the data show definite trends with ζRS and ωRS.
They are also in agreement with the in-flight data of figures 150-152, but they do not show strong support
for the table XXVI boundaries. Instead, they indicate that something like the following minimum values of
the product ζRS ωRS would be more appropriate:
Level 1: ζRS ωRS > 0.5
Level 2: ζRS ωRS > 0.07
Level 3: ζRS ωRS > 0.0
Quantitatively, correlation with the boundaries would jump from about 15 percent to almost 80 percent.
However, the lack of any pilot commentary, or of detailed descriptions of the piloting tasks, somewhat
reduces the credibility of the data. In addition, AFFDL-TR-65-39 has data which disagrees entirely with
both NASA-TN-D-5466 and NASA-CR-778.
The ground simulation of AFFDL-TR-65-39 shows a much more pessimistic view of the lateral phugoid
(figure 154). Even the best of the configurations was rated no better than 5 (CAL scale), and almost all
were unflyable (PR of 10). In this simulation both open- and closed-loop pilot tasks were included. The
closed-loop maneuvers covered climbing, diving, and level turns and both slow and rapid entries into 30
deg and 60 deg banks. Both smooth and simulated rough air were used. The open-loop task required that
the pilots copy a standard IFR clearance.
417
MIL-STD-1797A
APPENDIX A
It is not clear why the data of AFFDL-TR-65-39 differ so dramatically from both the ground simulation of
NASA-TN-D-5466 and the flight data of NASA-CR-7787. It is possible that the high ratio of |φ/β|d (ranging
from 6.1 to 26.5) caused the degradation; from AFFDL-TR-65-39.
FIGURE 150. Composite pilot ratings for spiral descent of simulated reentry
vehicle (from NASA-CR-778).
7
The data of AFFDL-TR-65-39 using real roll and spiral modes are also in disagreement with other such
data, see figure 147.
418
MIL-STD-1797A
APPENDIX A
FIGURE 151. Composite pilot ratings for up-and-away flight; moderate |φ/β|d (from NASA-CR-778).
FIGURE 152. Composite pilot ratings for up-and-away flight; large |φ/β|d from NASA-CR-778).
419
MIL-STD-1797A
APPENDIX A
FIGURE 153. Pilot ratings for ground simulation of NASA-TN-D-5466 (Dutch roll
characteristics vary).
FIGURE 154. Pilot ratings for ground simulation of AFFDL-TR-65-39 [(ωφ/ωd)2= 0.64 - 1.10].
The most obvious conclusion is that the complex roll-spiral mode configurations that were investigated
represent poor to very bad tactical aircraft, primarily because of the lack of roll damping and the resultant
rolly characteristics.
420
MIL-STD-1797A
APPENDIX A
However, NASA-CR-778 also contains some high |φ/β|d cases (figure 152), and for (ωφ/ωd)2 near 1 the
average rating was 5 (ζRS ωRS = 0.057). The details of the simulated turbulence used in AFFDL-TR-65-39
are not known; but it is possible that this had a major effect on the ratings (see figure 159 and AFFDL-TR-
67-2).
REQUIREMENT LESSONS LEARNED
Experience with the M2-F2 lifting body (NASA-TN-D-6496) shows support for a strict requirement on the
lateral phugoid, and illustrates the insidious nature of the lateral phugoid mode. Figure 155 shows the
variation in (ζRS and ωRS for the unaugmented and augmented M2-F2. (In the actual vehicle, a second-
order washout mode occurs, through p and r feedbacks, but it is near in frequency and damping to the
lateral phugoid. Low-frequency washout zeros effectively cancel one of the modes so that the vehicle
essentially behaves like a classical coupled roll-spiral configuration.) In gliding landing tests of the M2-F2,
energy management required flight at negative angles of attack. On numerous flights the M2-F2 entered
divergent lateral-directional oscillations which were stopped only by pulling back to positive angles of
attack. The analysis of NASA-TN-D-6496 showed these oscillations to be due to the coupled roll-spiral
mode. Time histories in NASA-TN-D-6496 suggest that the M2-F2 became uncontrollable at -2 deg angle
of attack; this coincides (figure 155) with ζRSωRS = 0. Addition of a center fin (the M2-F3) improved
primarily the yawing characteristics of the vehicle. As figure 155 shows, even at large negative angles of
attack the M2-F3 lateral phugoid mode is still stable (in fact, the roll and spiral modes are uncoupled -- ζ >
1 -- until α = 2 deg). Flight tests of the M2-F3 (SAS on) supported the prediction of good lateral flying
qualities at negative angles of attack.
FIGURE 155. Coupled roll-spiral mode characteristics for M2-F2 and M2-F3 lifting
bodies (from NASA-TN-D-6496).
421
MIL-STD-1797A
APPENDIX A
C′nr C′l C′n − C′l r
2 ρg 2 β β
ωRS ≈
2 C′nr C′l p
4( W / S)k x gρbk z
2
1 − C +
2 yβ 2 C′
4( W / S)k x 2k z n β
( )
− C ′l + C ′n − 2k 2z C L C ′l C ′n
ρVg p p 1 β β
2ζ RS ωRS ≈
2 2 ′
C nr C ′
4( W / S)k x gρbk z
lp
1− C
2 yβ
+
2 C′
4( W / S)k x 2k z n β
WADC-TR-58-82 gives as the usual condition for appearance of such a lateral phugoid:
L ′pN′β L ′β
→1
N′p − g / V
and the most common combination in that case to be positive N′p larger than g/V, with relatively large
L ′β .
422
MIL-STD-1797A
APPENDIX A
1 1 1
2ζ RS ω RS ≈ + ≈
TS T R Kφδ a = 0 TR K φδ = 0
a
≈
4( W
−ρgV
/ S)k 2x
[C′ p − (C′ p − 2k C 1 )C′ β
l n
2
z L l C ′nβ ]
2 1
ωRS ≈
+ K φδ L ′δa
TS TR Kφ a
=0
δa
C L′ δ
a + (g / V ) C ′ C ′
gK φδ 2
a
≈ nr l β C ′nβ − C ′l r
2
k xb C L1 2k 2x
K φδ L ′δa
a
φ
≈
(s + 1 TS ) (s + 1 TR )
φc K φδ L ′δa
1+ a
(s + 1 TS ) (s + 1 TR )
K φδ L ′δa
= a
1 1 1
s 2 + + s +
T T + K φδ a L ′δa
T
R TS R S
where augmented (by other than φ → δa feedback) values of the stability derivatives may be used, and
k 2x = I x /(mb 2 ), k 2z = Iz /(mb 2 ),
C li + Cni I xz Iz Cni + C li I xz I x
C′li = C′ni =
1 − I2xz (I xIz ) 1 − I2xz (I xIz )
CL1 = W/( q S)
423
MIL-STD-1797A
APPENDIX A
2 A&C 5
B 0
For step roll control commands up to the magnitude which causes a 60-degree bank angle change in 1.7
Td seconds, the value of the parameter posc/pav shall be within the limits shown on figure 156.
Following an impulse roll command as abrupt as practical within the strength limits of the pilot and the
rate limits of the roll control system, the value of the parameter φosc/φav shall be within the limits shown on
figure 157.
The existence of roll rate oscillations is directly traceable to the relative locations of the ωφ and ωd zeros in
the p/Fas transfer function:
p [ ] −τ s
L Fas s s 2 + 2ζ φ ω φ s + ω φ2 e ep
=
[
Fas (s + 1/ TS ) (s + 1/ TR ) s 2 + 2ζ d ωd s + ω2
d
]
When the complex roots cancel (ωφ = ωd and ζφ = ζd), the dutch roll mode is not excited at all. When they
do not cancel, the dutch roll contamination occurs primarily in yaw and sideslip if φ/βd is low (say less
than 1.5) or primarily in the roll axis when φ/βd is large. As mentioned above, the Posc/Pav parameter is
directed at cases where φ/βd is large and ζd is low. Note that for all Category A operations the
suggested Level 1 value of ζd in 4.6.1.1 effectively eliminates the need for this requirement.
424
MIL-STD-1797A
APPENDIX A
425
MIL-STD-1797A
APPENDIX A
An extensive description of the derivation of posc/pav and ψβ is given in AFFDL-TR-69-72, which should be
consulted for further detail. posc/pav is the ratio of the oscillatory component of roll rate to the average
component of roll rate following a rudder-pedals-free step lateral control input. Examples of
measurements of posc/pav are given in the following. The parameter ψβ is shown in AFFDL-TR-69-72 to be
a measure of the relative location of the dutch roll pole and the ωφ zero. It defines the phasing of the dutch
roll component of the sideslip response following a step lateral control input, i.e.,
βd
= C d e −ζ dωdt cos ω d 1 − ζ 2d t + ϕ β
Fas
This is illustrated graphically in the sketch below (from AFFDL-TR-69-72).
The parameters posc/pav and ψβ have been used to specify the criterion as a function of Flight Phase
Category and Level (figure 156). It should be noted that figure 156 has two ψβ scales, one for positive
dihedral (p leads β by 45 deg to 225 deg) and the other for negative dihedral (p leads β by 225 deg
through 360 deg to 45 deg). Dihedral as used in flying qualities work seems to be an ambiguous and
sometimes ill-defined parameter. Here the term refers to the phasing of roll and sideslip motion in the
dutch roll mode, ∠p/β. With positive dihedral, in the dutch roll oscillation left rolling accompanies right
sideslipping and vice versa. In this context, positive dihedral normally means negative L ′β + Yv L ′r =& L ′β ,
where
∆L
β + Nβ I xz I x
L ′β =
1 − I2xz (I xIz )
This is the expected result of positive geometric dihedral, hence the use of the term.
Since ψβ (the phase angle in a cosine representation of the dutch roll component of sideslip, negative for
a lag) is a rather abstract parameter, it is well to consider its physical implications and significance to the
426
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APPENDIX A
piloting of an aircraft. Very simply, ψβ together with ∠ p/β indicates the oscillatory roll phasing in response
to roll commands. From figure 156 it can be seen that the ratio of roll rate oscillation to steady-state roll
rate is allowed to be much greater for some values of ψβ than for others. Specifically, the limits of posc/pav
for 0 ≥ ψβ ≥ -90 deg are far more stringent than for -180 deg ≥ ψβ > -270 deg. There are at least two
reasons why this is so:
a) Differences in closed-loop stability in piloted control
b) Differences in average roll rate.
From the root locus analysis in figure 158a it can be shown that when the zero of the p/Fas transfer
function lies in the lower quadrant with respect to the dutch roll pole (which results in -180 deg ≥ ψβ ≥ -270
deg), the closed-loop damping increases when the pilot closes a bank angle error to aileron loop.
Conversely, it can be shown that when the zero lies in the upper quadrant with respect to the dutch roll
pole (0 ≥ ψβ ≥ -90 deg), the closed-loop damping decreases when the pilot applies aileron inputs
proportional to bank angle error (figure 158b). In this case a pilot's tolerance of posc/pav tends to decrease.
Finally, when ζd becomes large the effect of the pole-zero location is diminished (figure 158c), i.e., the
variation in damping due to ωφ/ωd effect is small relative to ζd.
The connection between pole/zero location and the posc/pav boundaries is shown in figure 159, where the
Level 1 and Level 2 boundaries in figure 156 are mapped into ωφ zero locations for several values of ωd
and ζd. Note that when ζd meets the Level 1 requirement (ζd > 0.19) the acceptable region for ωφ is very
large in the region to the left of and below ωd. However, there is always a low tolerance for ωφ>ωd because
the closed-loop damping decreases. There is still a relatively tight limit on ωφ>ωd for ζd of 0.25. This of
course reflects the decrease in damping that occurs (ζd = 0.25 is not much greater than the Level 1 limit
of 0.19). An important aspect of the posc/pav requirement is that it implicitly accounts for the allowable
increase in the region of allowable ωφ as ζd and ωd increase.
An alternative method of specifying roll rate oscillations, recommended by Calspan (AFFDL-TR-72-41),
was considered. The proposed revision would involve extracting the effect of the spiral mode, TS, from the
roll rate response. This would get rid of the present significant effect TS can have on posc/pav, as shown in
figure 160. A new parameter, p̂ osc p̂1 , would be used, where the hat (^) represents the spiral-less roll
rate response. Then p̂ osc p̂1 = (p̂1 + p̂ 3 − 2p̂ 2 2p̂1 ) . AFFDL-TR-72-41 also recommended that the
parameter ψβ be replaced with ψp, i.e., the phase of the roll rate response.
Data comparisons with the AFFDL-TR-72-41 p̂ osc p̂1 , vs ψp and posc/pav vs ψβ do not justify any change
at this time. For example, the Category A data of AFFDL-TR-67-98 show only a 40 percent correlation
with the AFFDL-TR-72-41 limits, and 61 percent correlation with figure 156; the Category C data of
AFFDL-TR-70-145 have exactly the same correlation with both criteria, 72 percent. Overall, only about
half the data used in AFFDL-TR-72-41 to support p̂ osc p̂1 , agree with the proposed requirement. This
was not felt to be sufficient to justify a change.
427
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APPENDIX A
FIGURE 158. Effect of relative pole/zero location on piloted control of bank angle.
428
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APPENDIX A
FIGURE 159. Locations of ωφ, zero corresponding to Category A and C and Level 1 and 2
boundaries on figure 156 (TR = 0.5 sec, TS = ∞) (from AFFDL-TR-69-72).
429
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APPENDIX A
FIGURE 160. posc/pav, as a function of the ratio of dutch roll period and spiral root
time constant (from AFFDL-TR-72-41).
For design, this requirement is intended to define areas of acceptable pole-zero locations for the φ/Fas
transfer function. Review of the derivation and data base for the requirement has resulted in several
guidelines and qualifications to be considered in interpreting the requirement.
The roll, spiral and dutch roll mode requirements (4.5.1.1, 4.5.1.2, and 4.6.1.1) should
first be met. If TS is very small, the requirement may result in misleading values of posc/pav
(e.g., figure 160).
For aircraft with very small L ′β and very large L ′r (AFFDL-TR-71-164), ∠p/βd can be
between 180 deg and 270 deg. As shown in AFFDL-TR-69-72, this condition is not
adequately included in the approximations used to define ψβ. This leaves some doubt as
to the significance of posc/pav for such data.8
If |φ/β|d is small (generally less than about 1.5), posc/pav will be small and the requirement
may not add any new information. Then 4.6.2 can be a very demanding requirement.
The requirement is of most value when ζd is near the Level 1 boundary (0.1-0.2). For
greater ζd, posc/pav is inherently small; for less ζd, the handling deterioration will be
indicated by failing outside the ζd boundary.
8
The test results of AFFDL-TR-71-164 are not included in this report since the simulated airplane had
Level 2 pitch characteristics which could have influenced pilot ratings. However, the peculiar problems
encountered in measuring ∠p/β are still of interest.
430
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APPENDIX A
SUPPORTING DATA
The most complete set of Category A supporting data (figures 161 and 162), from flight tests of AFFDL-
TR-67-98 using the variable-stability T-33, shows conflicting results. The data of figure 161, for moderate
|φ/β|d ratios, agree quite well with the boundaries. Likewise, the figure 162 high-|φ/β|d points correlate, but
all these data are rated Level 2 or 3, including the single point that falls in the Level 1 region. However,
the cases for low |φ/β|d (1.5) in figure 162 show extremely poor correlation. The reasons for this have not
been resolved, though pilot comments indicate that the pilot was sensitive to the amounts of adverse
aileron yaw included in many of the low |φ/β|d cases. But even when there was no adverse aileron yaw
the ratings were still generally very poor.
The Category B data (figures 163 and 164) show good correlation, but there are really only about ten data
points with which to evaluate the Levels 2 and 3 regions (that is, data for which posc/pav is large). Likewise,
the Category C Levels 2 and 3 boundary (figure 165) is not well defined by the data.
Similar data (AFFDL-TR-70-145) show support for the requirements (figure 166). Again, this is Category
C data, though the test programs of Princeton Univ Rpt 727 and AFFDL-TR-70-145 were for approach
and waveoff only and hence did not include landing. Pilot ratings might be slightly worse if landings had
been required. In their favor, however, both tests did include artificial turbulence (and, for AFFDL-TR-70-
145, simulated crosswinds) which would be expected to increase pilot workload.
The thorough test matrix of AFFDL-TR-70-145 produced an abundance of data with which to draw some
guidance for applying posc/pav:
4.5.1.4 need not be applied if |φ/β|d is small (from figure 166, |φ/β|d < 1.5 generally
produces good ratings and low posc/pav ; though the ratings of figure 162 for |φ/β|d = 1.5
are poor, posc/pav is low).
The criterion is most useful when ζd, ωd, , ζdωd or TR is near the Level 1 - 2 limit. For
example, there are 21 cases on figure 166 with ζd = 0.3 (where the Level 1 limit is 0.08),
only one of which is predicted to be significantly worse than Level 1. Actually, five of the
21 are rated worse than Level 1, but only one is worse than PR = 4 (posc/pav = 4.2, ψβ =
-180 deg, PR = 8).
Since almost no data exist on strong roll-sideslip coupling with negative dihedral, it was necessary to
specify the negative-dihedral requirement through analogy with the positive-dihedral requirements
previously, described. Princeton Univ Rpt 604 did provide some data, however, which are presented in
figure 167 for comparison with the roll rate oscillation requirement. The program of Princeton Univ Rpt
604 investigated lateral-directional instabilities relating to the X-15. In the course of this investigation,
configurations were simulated either in flight or in a fixed-base simulator, or in both, that had:
431
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APPENDIX A
FIGURE 161. Flight phase Category A data, moderate |φ/β|d (from AFFDL-TR-67-98).
FIGURE 162. Flight phase Category A data, large and small |φ/β|d (from AFFDL-TR-67-98).
432
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433
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APPENDIX A
FIGURE 165. Flight phase Category C data (from Princeton Univ Rpt 727).
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APPENDIX A
FIGURE 167. Positive and negative dihedral data of Princeton Univ Rpt 604.
Configuration c, which marginally falls in the good area of figure 167, was controllable and it was found
that attempts to control the roll angle in a normal manner also helped to reduce the excursions of the
sideslip angle.
Configuration d, which falls in an area of marginal acceptability on figure 167, was uncontrollable because
of pilot-induced oscillations.
435
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APPENDIX A
Thus, with the possible exception of Configuration d, the pilot comments pertaining to the configurations
were compatible with those expected from their roll-sideslip coupling characteristics as indicated by figure
167. Although Configuration d was rated worse than would be expected from the measured roll-sideslip
coupling characteristics, the fact that the point fell in the region of figure 167 where the amount of
allowable roll rate oscillation changes rapidly with ψβ would indicate that the flying qualities of the
configuration are sensitive to small changes in ψβ. For example, if ψβ were only 30 degrees greater (or if
the peaks on the time histories presented differed by only 0.2 seconds from those of the configuration
flown), the roll-sideslip coupling characteristics as indicated by figure 167 could be completely compatible
with the pilot comments.
REQUIREMENT LESSONS LEARNED
As the following data reflects, correspondence with users of MIL-F-8785B and MIL-F-8785C shows that
the requirements for roll rate and bank angle oscillations (paragraphs 3.3.2.2, 3.3.2.2.1, and 3.3.2.3 of
MIL-F-8785B) have been generally ignored for current airplanes. It is hoped that the rationale presented
in this document will aid the understanding of the intent. Roll control involves both fine tracking about
neutral stick deflection and quick, accurate checking of high roll rate to stop accurately at a desired bank
angle. Both control nonlinearities and gravitational/inertial nonlinearities can cause the characteristics to
vary with control deflection or aircraft orientation in roll.
ASD COMMENTS ON MIL-F-8785B PARA. 3.3.2. LATERAL-DIRECTIONAL DYNAMIC RESPONSE
CHARACTERISTICS
F- 16 Paragraphs 3.3.2.1, 3.3.2.2, 3.3.2.2.1, and 3.3.2.3 were deleted in F-16 spec.
These requirements were assessed to be based on a questionable data base
and have historically been difficult to verify from flight test data.
F-15, F-16, C-141 Paragraphs 3.3.2.2.1 (posc/pav) and 3.3.2.3 (φosc/φav) should not be a problem if
3.3.1.1 (ζd ωd) is set at sufficient value; these paragraphs add little to
evaluation of F-15.
AMST, B-1 Paragraph 3.3.2.2 values seem too low based on DC-10 and B-1 data;
paragraphs 3.3.2.2.1 and 3.3.2.3 are redundant and only 3.3.2.3 should be
retained.
Paragraph 3.3.2.2 of MIL-F-8785C sets limits on roll at the first minimum following the first peak in
response to a step roll control input. That and posc/pav are directly related, since (from AFFDL-TR-69-72):
The numerical values of the roll rates specified in 3.3.2.2 were transformed from the
values of posc/pav for adverse yaw in 3.3.2.2.1. Thus, the requirements of 3.3.2.2 and
3.32.2.1 are essentially identical for aircraft with adverse yaw. However, the requirement
of 3.3.2.2 is far more lenient than the requirement of 3.3.2.2.1 for aircraft with proverse
yaw.
Likewise, a requirement based on φosc/φav and ψβ (3.3.2.3 of MIL-F-8785C) would be expected to give
results similar to posc/pav. The several forms of this requirement have been retained:
For selection of the easiest form to measure
To account for both small step and large pulse inputs
To handle flight control system nonlinearities, as in the F-16
To handle hands-on/hands-off differences in mechanization of stabilization, as in the F-4
436
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APPENDIX A
It should be noted that the value, or even the sign, of L ′β cannot always be determined from steady
rudder-pedal-induced sideslips. Not only are product of inertia effects absent in steady sideslips, but also
the control surface deflections are affected by control cross-coupling aerodynamically and through the
flight control system.
VERIFICATION GUIDANCE
Closest scrutiny should be given those flight conditions where the roll or dutch roll characteristics are
marginally acceptable (i.e., on the boundary between Levels 1 and 2). In any case, consideration should
be given to testing at the maximum operational altitude, over the range of service speeds. Data suitable
for determining the critical conditions should be available from analysis and testing of roll performance
(5.5.8.1). As has been indicated, for small |φ/β|d this requirement will generally not be as important as the
limitation on oscillatory sideslip (4.6.2).
The parameters posc/pav and ψβ are defined in section 2.
Positive dihedral, p leads β by 45 deg to 225 deg:
ρgb
% Negative C′l β + 4(W / S) C yβ C′lr
Negative dihedral, p leads β by 225 deg through 360 deg to 45 deg:
ρgb
% Positive C′l β + 4(W / S) C yβ C′lr
Adverse yaw, -180 deg > ψβ > -270 deg ωφ/ωd < 1
%
Proverse yaw, 0 ≥ ψβ > -90 deg ωφ/ωd > 1
%
ωφ
2 C′nδ C′l β g
≈ 1− a , ω 2d ≈ C ′nβ
ω ′
d C l δ C ′nβ CL1k 2z b
a
437
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APPENDIX A
C′nδ C
2ζ φ ω φ ≈ −
ρgV
Cy +
1 ′
C − a C′ − yδ a C′
2( W / S) β 2k 2z nr C′ lr
C′l δ
lβ
lδ
a a
where
C l i + C ni I xz I z C ni + C li I xz I x
C′l i = , C′ni =
1 − I2xz (I xIz ) 1 − I2xz (I x I z )
438
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APPENDIX A
439
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APPENDIX A
440
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APPENDIX A
441
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442
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443
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APPENDIX A
1 0.012 g/deg/sec
2 0.035
3 0.058
Concern over lateral acceleration is primarily for ride qualities, although in some cases aircraft control can
be affected due to arm/bobweight effects, or just the jerkiness associated with a large offset from the roll
axis.
A criterion based on the ratio of maximum pilot acceleration to maximum roll rate includes in it the Am
recognition that pilot acceptance of high accelerations is a function of aircraft rolling performance. Such a
criterion was proposed by Chalk in NASA-CR-159236 for large aircraft, and the recommended values are
based on flight results with the Total In-Flight Simulator (TIFS) (see Supporting Data). Some refinement of
the limits may be necessary for Class I, II. and IV aircraft, and some modification may be in order if the
crew are given more effective lateral restraints.
SUPPORTING DATA
Objectionable lateral acceleration was noted in the C-5A (AFFDL-TR-75-3), and fighter pilots (e.g. F-15)
have remarked about their helmets hitting the canopy during abrupt rolls. The criterion was derived in
NASA-CR-159236 as a proposed flying qualities requirement for Supersonic Cruise Research (SCR)
aircraft. Figure 170 shows TIFS data compared with Cooper-Harper pilot ratings. Figure 171 gives more
data for large aircraft, from AFWAL-TR-81-3118. Correlation is quite good, though more data should be
gathered, especially for other Classes of aircraft.
Due to the tentative nature of this requirement, it should be applied primarily as a guideline until more
data can be obtained.
REQUIREMENT LESSONS LEARNED
When dealing with aircraft in which the cockpit is either well forward of the center of gravity or well above
the roll axis, designing the rudder augmentor to minimize sideslip or cg lateral acceleration can produce
unacceptable lateral accelerations at the pilot station.
444
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APPENDIX A
NOTES
1 - Flagged points are configurations specifically downgraded by Pilot A due to poor
Dutch roll damping - not lateral acceleration.
2 The lines indicate degradation in pilot rating to be expected because of ride qualities for
an airplane with otherwise satisfactory flying qualities parameters.
445
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APPENDIX A
Note: The three * points are from the baseline configuration Long Aft, High q. T1 =A; Pilot A - one point,
Pilot B - two points. These were evaluated during the longitudinal variations and no lateral-directional
comments were made.
With direct side force control another possibility for lessening the magnitude of lateral acceleration in
rolling is to control the height of the roll axis: modify the effective Yδa.
n yp zp x p N ′δa
1 Yδa − z p x p k 2x C′n δ b 2 C y δa
0
=− + + = 1 + a
− kx
p& 0 g g L′δa g L ′δa g z p k 2z C′l δ zp C′l δ
a a
446
MIL-STD-1797A
APPENDIX A
g ny
ψ& = tan φ +
V cos β cos θ cos φ
2 2
where k x = Ix/(mb2) and k z = Iz/(mb2) in terms of stability axes and primed derivatives which account for
product of inertia effects; x and y are distances from the center of gravity.
Conceivably dutch roll phasing could make another time more critical, but 2 1/2 seconds is a reasonably
long duration for a roll maneuver.
VERIFICATION LESSONS LEARNED
447
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APPENDIX A
448
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APPENDIX A
C C Cl
1 − n δa l β C y C l − δr C n
δa β β
dφ − ρV C yβ C y δr C nβ
2
C l δ C nβ
C nδ
= 1 − a
− r
dβ 2( W / S) C n δ C yβ C n δa C l δ r C nδ C l δ
C l δa C yβ 1 −
r 1 − a r
C l δ C nδ
C C
a r l δa n δr
− C yβ C y δ C n β
≈ 1 − r
C L1 C n δ C yβ
r
C
C − l δr C
lβ
C
nβ
dδ a
= −
n δr
dβ C nδ C l δ
C
δa
l 1 − a r
C l δ C nδ
a r
using effective values of the control derivatives which account for crossfeeds. Lateral-acceleration
feedback to rudder will have secondary effects on dδa/dβ.
VERIFICATION LESSONS LEARNED
449
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APPENDIX A
450
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APPENDIX A
451
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APPENDIX A
452
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APPENDIX A
453
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APPENDIX A
454
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APPENDIX A
455
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APPENDIX A
3. Class IV Aircraft
Roll performance is specified over the following ranges of airspeeds:
except that the Level 1 roll performance requirements apply only in the Operational Flight Envelope -- that
is, from Vomin to Vomax .
Note that for some particular cases some of these speed ranges may not exist. The requirements apply,
of course, only within speed ranges that do exist.
General roll performance in terms of φt is specified in table XXX. Roll performance for Flight Phase CO is
specified in table XXXI in terms of φt for 360-degree rolls initiated at 1 g, and in table XXXII for rolls
initiated from coordinated turns, keeping approximately constant normal load factor, at load factors
between 0.8 no(-) and 0.8 no(+). For Flight Phase CO these requirements take precedence over table
XXX. The roll performance requirements in Flight Phase GA with large complements of external stores
may be relaxed from those specified in table XXX, subject to approval by the procuring activity. For any
external loading specified in the contract, however, the roll performance shall be not less than that in table
XXXIII for rolls initiated at load factors between 0.8 no(-) and 0.8 no(+).
For all Class IV aircraft, clean and with symmetric and asymmetric air-to-air and air-to-ground loadings,
when abrupt lateral control inputs are used to terminate the bank-to-bank roll maneuvers after achieving
the bank angle changes specified in tables XXXII and XXXIII, aircraft motions after roll termination shall
not involve loss of control, stall, or exceedance of structural limits.
456
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APPENDIX A
457
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APPENDIX A
The tables, definitions, and wording of this requirement are collations of the various roll control
effectiveness sections of MIL-F-8785C.
458
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APPENDIX A
Relaxations in roll performance at low speed are concessions to the difficulty of doing better without
adding excessive structural weight, actuator size, etc. We do this reluctantly, and some misgivings
remain. In a recent air combat simulation (AFWAL-TR-80-3060) the single outstanding factor influencing
convergence and kill was high roll performance at low airspeed. This was a fixed-base simulation,
however, and the results must be balanced against feedback that pilots may not be able to use such roll
rates at extreme flight conditions. Although past studies and analyses have indicated no need for roll
performance that great, pilots have remained adamant on the requirement for 90 degrees bank in the first
second (e.g. AFFDL-TR-69-72).
Abrupt termination of rolling maneuvers can cause large overshoots in sideslip, angle-of-attack and load
factor. These characteristics should not detract from the mission capability of the aircraft. It must be noted
that external tanks (both full and empty centerline, and empty wing tanks) should be considered in
choosing the air-to-air configurations.
Note also the requirement of 4.5.8.6 for control with asymmetric loadings.
459
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APPENDIX A
9
More control power than that was needed to counteract crosswinds and turbulence.
460
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APPENDIX A
FIGURE 172. Roll control effectiveness parameters for Class III aircraft, Category C
Roll performance of the C-5A is shown on figure 173 (see Lessons Learned). The airplane does not meet
the specification; however, “the roll acceleration available was considered satisfactory by the Joint Test
Team on the basis of the offset landing maneuver, which was considered a practical test of lateral-
directional maneuverability.” In cruise the airplane was considered acceptable. ASD-TR-78-13 retained
the MIL-F-8785B requirements for application to a production AMST, where the critical design case was
to balance the rolling moment at stall with one engine failed. Thus, although there is some justification for
relaxing the Class III roll requirements, that must be done considering the aircraft mission and potential
operation. In AFFDL-TR-66-148 both Drake and Ashkenas find a need for a steady roll rate capability of
15 deg/sec or greater for the smooth offset-correction maneuvers typical of transport operation.
461
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APPENDIX A
∑ Y = mV (β& + r − pα)
and pαo is, of course, zero in stability axes.
However, compared to conventional body axes the cockpit is higher above a flight-path-aligned roll axis at
high angles of attack. The result is spurious responses to roll control inputs: lateral acceleration as in the
462
MIL-STD-1797A
APPENDIX A
C-5A, F-15, etc.; visual slewing, e.g. of a runway threshold, found troublesome for the YF-16. These
effects involve the kinematic relationships:
& + xp r& + hp p&
Ayp = Vo β
463
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APPENDIX A
on figure 174, from AFFDL-TR-78-171. “Although neither the C-5A nor the C-141A/YC-141B comply with
the rolling performance requirements, qualitative pilot comments indicate that both airplanes have
acceptable rolling performance in the cruise configuration.” In the landing configuration, for the C-5A
(AFFDL-TR-75-3),
....the roll acceleration available was considered satisfactory by the Joint Test Team on
the basis of the offset landing maneuver, which was considered a practical test of lateral
directional maneuverability. The offset landing maneuver consists of approaching the
runway with a 200 foot lateral misalignment on a 3 degree glideslope. At an altitude of
200 feet, the airplane is aligned with the runway centerline prior to touchdown.
FIGURE 174. Roll performance for Class III aircraft (from AFFDL-TR-78-171).
464
MIL-STD-1797A
APPENDIX A
a very large rolling moment of inertia, this would be difficult to accomplish. Increasing the
initial roll response of the C-5A would further aggravate the very noticeable side kick, or
lateral acceleration component, in the cockpit and troop compartment that is experienced
during full abrupt control input. The side kick occurs since the cockpit and troop
compartment are located considerably above the principal roll axis of the airplane
A requirement to operate into forward-area airstrips, or to land on short segments of bomb-damaged
runways, demands more maneuvering than does airline-type operation. This should be borne in mind
when evaluating comments based on operational experience.
The flight program of NASA-TN-D-5957 investigated roll requirements in cruise (Category B) for transport
aircraft. A NASA Lockheed Jetstar was equipped with a model-following simulation to produce pure rolling
response to ailerons, i.e.,
p L δ TR
= a
δ a TR s + 1
The evaluation consisted of various rolling and turning maneuvers, including rapid rolls to 30 deg bank
angle. Cooper-Harper ratings for three pilots are compared on figure 175 with times to bank 30 deg. Only
those cases for which TR is Level 1 are shown. These data support the Levels 1 and 2 roll requirements
extremely well, and suggest that the Level 3 requirement could be relaxed from 5 sec to at least 8 sec or
greater. They also show that a lower limit exists at somewhat less than one second due to high roll
sensitivity.
465
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APPENDIX A
FIGURE 175. Comparison of pilot ratings for Class III aircraft in Category B Flight
Phases with requirements of table XXIX (NASA-TN-D-5957).
It must be pointed out that since the Jetstar is considerably smaller, and of different design than the C-5A,
the test pilots of NASA-TN-D-5957 would not have been subjected to the large lateral accelerations
discussed above. It seems clear, however, that there is some need for addressing the incompatibility
between the required Level 1 roll performance and the lateral acceleration on the occupants when
objectionable accelerations result. Pilot ratings for a CV-990 (NASA-TN-D-681 1) in Category B and C
flight support the Level 1 boundaries of table XXIX, as shown on figure 176.
466
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APPENDIX A
467
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APPENDIX A
FIGURE 177. F-4 roll control effectiveness, time-to- FIGURE 178. F-4 roll control effectiveness, time-to-
bank 90°, CR configuration (from bank 90° , CR configuration (from
AFFFDL-TR-70-155). AFFFDL-TR-70-155).
468
MIL-STD-1797A
APPENDIX A
FIGURE 179. F-4 roll control effectiveness; CO configuration. Limits shown for
speed range M, table XXXII (from AFFDL-TR-70-155).
F-5E data (figure 180, from AFFDL-TR-78-171) for Flight Phase CO at elevated load factors do not agree
well with the Level 1 limits of table XXXII. The F-5E meets the requirement only in the High Speed Range.
AFFDL-TR-78-171 describes the roll performance as “very satisfactory in operational use,” and according
to AFFDL-TR-71-134, "the F-5 has exhibited favorable roll performance in air combat situations where
both the rudder and ailerons were used at low speed and at high angles of attack."
469
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APPENDIX A
470
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APPENDIX A
FIGURE 181. F-14A rolling performance in configuration PA; DLC on (from Navy
Rpt No. SA-C7R-75).
471
MIL-STD-1797A
APPENDIX A
The difference in time to bank for left versus right rolls (see figures 183 and 184) was due to a lateral trim
offset in the F/A-15A tested- “The large positive [control stick] deflection required for 1-g level flight
significantly reduced the amount of control deflection change available to command a right roll as
opposed
472
MIL-STD-1797A
APPENDIX A
to a left roll." While figure 183 shows Level 1 roll performance at low airspeeds, fine, precise control was
found to be sluggish: "the pilot was unable to perform the fine tracking task at 200 KCAS/2g [15,000 ft
altitude] (HQR - 7).... The sluggish lateral response characteristics...rapidly led to an out-of-phase
condition and resultant nondivergent lateral PIO." It should be noted, however, that there may have been
other problems resulting from TR (4.5.1.1) or τe (4.5.1.5).
F/A-18A roll performance in PA (landing and takeoff) configurations is seen to be marginally Level 1
(figure 185) below 180 kt, i.e., the responses are very close to the required 30 deg in 1.1 sec. See the
discussion immediately above for recent experience with the roll requirements. Because these
requirements are both difficult and costly to meet, they have generated much argument. Aircraft with large
lateral stability (Clβ) at high angle of attack may need more roll control than specified separately here and
in the sideslip requirements of 4.5.8.2 and 4.5.8.3 because of sensitivity to lateral gusts. In addition,
asymmetric loadings (fuel, stores; intentional or the result of failure or malperformance) should be taken
into account.
The roll performance of the YF-16, shown in table XXXIV and figure 186, is comparable with the
capabilities of present generation USAF fighter aircraft and is seen to be fairly good in comparison to the
roll control power requirements of tables XXX and XXXI, but less than some of the requirements. A roll
damper which allows it to stop precisely, more quickly than it can start rolling, appears partly responsible
for the satisfactory pilot ratings. F-16 roll performance in 360 deg rolls for the "CR (cruise) configuration”
(figure 187) compares quite well with the table XXXI requirements for Flight Phase CO. The F-16 was
Level 2 below 180 kt, Level 3 below 155 kt in Power Approach (figure 188). According to AFFTC-TR-79-
10, "the pilots were pleased with the F-16A/B CR configuration roll performance. PA configuration roll
performance was acceptable."
473
MIL-STD-1797A
APPENDIX A
FIGURE 183. Time to roll 90° versus match for FIGURE 184. Time to roll 360° versus match for
F/A-18A (Navy Rpt No. SA-14R-81). F/A-18A (Navy Rpt No. SA-14R-81).
474
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APPENDIX A
475
MIL-STD-1797A
APPENDIX A
476
MIL-STD-1797A
APPENDIX A
477
MIL-STD-1797A
APPENDIX A
478
MIL-STD-1797A
APPENDIX A
479
MIL-STD-1797A
APPENDIX A
φ( t ) =
− L′p
(
p ∞ L′p t*
e )
− L′p t * −1
where, accounting for any hinge-moment limitations and approximating a ramped rate-limited step
command by a step at the halfway point,
t* = t- τe - 1/2 δastep / δamax
L p + NpIxz / Ix
L′p =
1 − I2xz / (IxIz )
ρVg
Lp = Clp
4( W / S)k 2x
ρVg
Np = C np
4( W / S)k 2z
( )
k 2x = I x mb 2 , k 2z = I z mb 2 ( )
Also, accounting somewhat for induced sideslip, the steady roll rate is given by
480
MIL-STD-1797A
APPENDIX A
C′n δa C′l β
1 −
(
− 2 v C′l δ a max ) C′l δa C′n β (
2V C′l δ a max )
p∞ ≈ ≈ b rad / sec
b C′l p C′ C′ C′l p
1 − np lβ
C′l p C′n β
where
C l i + C n i I xz I z C n i + C l i I xz I z
C′l i = , C′n i =
1 − I 2xz (I x I z ) 1 − I 2xz (I x I z )
Low speed, high angle of attack (high lateral stability and large aileron yaw) and high dynamic pressure
(aeroelastic deformation) are common critical flight conditions.
VERIFICATION LESSONS LEARNED
Since a true step is virtually impossible to achieve in practice, time may be measured from the midpoint of
the control input transient, as sketched, for the most abrupt input feasible.
In 360 deg rolls, even test pilots tend to relax the control input before reaching 360 deg bank.
At high angle of attack, pilots of some aircraft (F-4 and F-18 for example) use the rudder pedals to roll,
because of the large adverse yaw due to the roll control effectors. Use of an aileron-rudder interconnect,
or rudder-to-aileron interconnect, may be necessary to provide satisfactory roll performance at high
angles of attack.
481
MIL-STD-1797A
APPENDIX A
dδ a − C lβ + C nβ C l δr C n δr
=
dβ C nδ C l δ
C l δ 1 − a r
a C l δ C nδ
a r
482
MIL-STD-1797A
APPENDIX A
483
MIL-STD-1797A
APPENDIX A
484
MIL-STD-1797A
APPENDIX A
W
χ a = ψ G − ε = ψ G − sin −1 sin(ψ W − ψ G )
Va
Using radian measure,
W
χa ≈ ψG − sin(ψ W − ψ G )
Va
it can be shown that in stability axes (α = 0),
sin β = sin (χa - ψ) cos γ /cos φ
≈ sin ( χa - ψ)
for the usually small γ and φ. Then
W
β ≈ (ψ G − ψ ) − sin(ψ W − ψ G )
Va
Two extremes of crosswind compensation are wings-level crabbing and sideslipping with zero crab. In the
crab, β = 0 and ψ = χa . In the sideslip, to the left (negative) for the case shown--nose to the right of Va:
β = -ε
That is,
ψ = χa + ε
Heading is along the ground track and sideslip is
β = -(ψW – ψR) W/Va
VERIFICATION LESSONS LEARNED
485
MIL-STD-1797A
APPENDIX A
C nδ C l δ
C l δ 1 − a r
a C l δ C nδ
a r
where
β =&
[
− C L1 φ + C n (∆T ) − C l (∆T ) C n δ
a a
]
C l δ C yδ
r
C nδ
r
C n δ C lβ C yδ
C yβ − 1 − a r
C nβ
Cl Cn Cn
δa β δr
486
MIL-STD-1797A
APPENDIX A
487
MIL-STD-1797A
APPENDIX A
488
MIL-STD-1797A
APPENDIX A
489
MIL-STD-1797A
APPENDIX A
490
MIL-STD-1797A
APPENDIX A
FIGURE 189. Effect of arm/stick geometry on maximum applied force to the left
and to the right by the right arm for the 5th percentile male (Human Engineering
Guide to Equipment Design).
491
MIL-STD-1797A
APPENDIX A
FIGURE 190. Effect of upper arm angle on maximum applied force to the left and
to the right for the 5th and 95th percentile male (from Human Engineering Guide to
Equipment Design)
TABLE XXXV. Maximum forces exerted on aircraft control stick (lb) by 61 men
and 61 women (AFAMRL-TR-81-39).
MEN WOMEN
CONTROL PERCENTILE PERCENTILE
STICK
DIRECTION 5th 50th 95th 5th 50th 95th
Stick left 35 52 74 17 26 35
Stick Tight 22 35 43 14 19 18
492
MIL-STD-1797A
APPENDIX A
FIGURE 191. Effect of arm position and wheel angle on maximum applied force to
to the left and to the right for the 5th percentile male (Human Engineering Guide to
Equipment Design).
493
MIL-STD-1797A
APPENDIX A
494
MIL-STD-1797A
APPENDIX A
VERIFICATION GUIDANCE
Stops are normally provided at the column to limit wheel travel.
VERIFICATION LESSONS LEARNED
FIGURE 192. Variation of pilot rating with bank angle in the first second for four values of
effective angle (from (NASA-CR-635)
495
MIL-STD-1797A
APPENDIX A
*No forces are recommended for sidestick controllers at this time. However, forces should not be so large
or so small as to be objectionable to the pilot.
Recommended minimum roll control force for all controllers is the sum of the breakout force plus:
Level 1: One-fourth of the Level 1 values in table XXXVI
Level 2: One-eighth of the Level 2 values in table XXXVI
Level 3: Zero
For two-handed operation, the force limits apply to the sum of right- and left-hand forces.
In combination with the roll control power requirements of 4.5.8.1, this paragraph specifies control force
gradients for good flying qualities. The maximum and minimum forces are unchanged from MIL-F-8785C.
REQUIREMENT LESSONS LEARNED
496
MIL-STD-1797A
APPENDIX A
497
MIL-STD-1797A
APPENDIX A
10
In the past "CAS' has also been referred to as control, rather than command, augmentation system.
These terms are identical.
498
MIL-STD-1797A
APPENDIX A
499
MIL-STD-1797A
APPENDIX A
FIGURE 194. Range of acceptable nonlinear roll command shaping networks based
on flight tests (Class IV aircraft, Flight Phase Category A, right roll).
500
MIL-STD-1797A
APPENDIX A
FIGURE 195. Comparison Of Pmax @Fas for several conventional Class IV aircraft
with CAS curves of figure 194.
501
MIL-STD-1797A
APPENDIX A
This PIO was directly traceable to excessive stick sensitivity around zero, and after the flight (dubbed
“Flight 0") the stick sensitivity was reduced further and the PIO tendency disappeared. The final F-16A/B
(fixed-stick) (AFFTC-TR-79-10) gradient was reduced even more. With the latest F-16 variable roll
prefilter (AFFTC-TR-80-29). it has been possible to increase the CAS gradient somewhat.
F-16 roll performance is discussed under 4.5.9.1. The final YF-16 command gradient of AFFTC-TR-75-15
(figure 196) produced acceptable response for small, precision stick inputs, though pilot comments
indicate that excessive sensitivity "when encountered, was usually related to the small-amplitude, high-
frequency inputs associated with the closed-loop, high-gain tasks of formation, refueling, tracking, and
landing."
Hence the nonlinear stick shaping and roll damping were reasonably successful in achieving acceptable
maximum rolling performance without excessively compromising the small-amplitude precision tracking
characteristics.
502
MIL-STD-1797A
APPENDIX A
FIGURE 197. YF-16 PIO due to excessive lateral stick sensitivity (from
AFFTC-TR-75-15).
503
MIL-STD-1797A
APPENDIX A
d. Roll Ratcheting
Roll ratcheting has been reported on most CAS-equipped aircraft, including the F-4 SFCS (AFFTC-TR-
73-32), YF-16 (AFFTC-TR-75-15), F-16 (AFFTC-TR-79-10), and A-7D DIGITAC (AFFTC-TR-76-15). It
was also experienced during the Calspan Lateral High-Order System (LATHOS) program of AFWAL-TR-
81-3171. All of these cases will be discussed in detail in the following paragraphs.
An example of DIGITAC roll ratcheting (AFFTC-TR-76-15) shown on figure 198 was encountered during a
series of bank-to-bank maneuvers: a limit cycle at a frequency of about 18 rad/sec. The roll CAS is
presented in figure 199; p c/F as was Curve 1 in figure 199, indicating that stick shaping is not a cure for
this problem: the stick sensitivity is reduced only around zero, allowing ratcheting to occur when the
lateral stick force is non-zero, as in figure 198. Figure 199 and table XXXVIII document several of the
CAS networks flown on the DIGITAC in developing an optimum CAS. This is an excellent review, since
several gradients, prefilter lags, and error gains were evaluated.
As table XXXVIII reflects, CAS 2 with only a reduction by one-half in Ke eliminated the roll sensitivity.
However, with the sensitivity reduced, the pilots then noted that the steady-state roll response was much
too low (Halving Ke only reduced the steady-state response about 14%). With Ke = 1.0 and the prefilter
lag time constant increased from 1/10 to 1/3 sec (CAS 3), the roll sensitivity was reduced, although not
enough. It was clear from CASs 1-3 that: a) the roll response for large inputs was too low; b) an increase
in the prefilter lag helped reduce sharp inputs; c) a reduction in the error gain eliminated ratcheting.
Therefore, CAS 4 was evaluated. This involved a new pc/Fas gradient (figure 199), including a 0.75 lb
breakout, and lower TF and Ke (table XXXVIII). It also produced a mild PIO tendency during air-to-air
tracking, probably due to the breakout. Finally, a slightly more sensitive gradient with no breakout (Curve
5) was found to be best for all-around response.
504
MIL-STD-1797A
APPENDIX A
505
MIL-STD-1797A
APPENDIX A
Another example of roll ratcheting, experienced on the YF-16 (AFFTC-TR-75-15), is given 4n figure 200.
The pilot was attempting a steady roll with less than full control input. The ratcheting is seen to be a lightly
damped oscillation at a frequency of about 12 rad/sec. But in the second, later roll on figure 200, the pilot
was able to perform a roll without encountering ratcheting: "Full-authority rolls did not involve the
oscillation.'
The roll ratcheting experienced on the YF-4E SFCS (AFFTC-TR-73-32) was of a somewhat different
character, as it occurred primarily during fine maneuvering rather than during large-input rolls A
representative time history is not available, but AFFTC-TR-73-32 describes “an oversensitive roll
response which was universally objectionable to the pilots. It tended to manifest itself in uncomfortably
high roll accelerations during rolling maneuvering and roll 'ratcheting' or jerkiness around neutral,
particularly during tasks involving precise control." One pilot commented that the ratcheting 'becomes less
noticeable during up and away flight. However, this problem is definitely noticeable while performing a
close task such as formation or air to air tracking "
The final example occurred during flight evaluations on the USAF/Calspan variable-stability NT-33. An
investigation of lateral flying qualities of highly augmented fighter aircraft (dubbed LATHOS for Lateral
High-Order System, AFWAL-TR-81-3171) represents an excellent data base for detailed discussion on
many of the handling quality concerns for modern aircraft.
506
MIL-STD-1797A
APPENDIX A
FIGURE 200. Steady rolls on YF-16 (AFFTC-TR-75-15). The roll in (b) was
performed 32 seconds after (a) and was satisfactory. h = 10,000 ft, M = 0.80.
Mechanization of the lateral control was such that it may be considered a CAS That is, the NT-33
variable-stability system was set up to command a certain ratio of steady-state roll rate to stick force (pss
/Fas ) with a certain time constant (TR). Additionally, the spiral and dutch roll modes were suppressed for
roll commands (TS = & ∞ and ωφ/ωd =& 1). Thus, with a variable prefilter and a time delay to account for
actuator lags,
507
MIL-STD-1797A
APPENDIX A
p TF L′Fas e −0.28s
=&
Fss (s + 1 / TF ) (s + 1 / TR )
Ratcheting was noted some times but not others, for TR values of 0.45 second or less, more often at the
higher sensitivities. Figure 201 illustrates the ratcheting from a HUD tracking task. (The very high
frequency oscillations at 50-60 rad/sec are aileron buzz, resulting from an instability in the NT-33 variable-
stability system with certain high command or feedback gains. In some instances the pilots complained
about the buzz. This buzz was noted, when present, in the pilot comment summaries; where it may have
influenced pilot ratings that evaluation was discounted.) The ratcheting is best seen in the p and Fas
traces, at a frequency of about 16 rad/sec.
Figure 202 compares the pss/Fas gradients flown on LATHOS in Category A tasks (air-to-air tracking, HUD
tracking, and aerial refueling) with the acceptable range from figure 194. Zero breakout or friction forces
were mechanized. Several values of prefilter lag, TF, were used with Configurations 5-2 and 5-3. Figure
203 shows the influence of TF on pilot ratings.
For Configuration 5-2 (pss/Fas = 10), the roll response for small inputs lies well above the acceptable range
on figure 202, while the response for large inputs falls below the range of acceptable gradients. The pilot
comments for Configuration 5-2 are consistent with this observation. Typical comments were: "Took off
pretty smartly initially, but felt heavy for final response ... Not predictable for fine tasks ... Quick, sharp,
ratcheting." Pilot ratings for this case were Level 3 (PR = 7,6,7). These ratings and comments were for TF
= 0.025 sec. However, increasing TF did little to improve the ratings (see figure 203) because of the
inadequate response. Pilot comments reflect this: "Gross acquisition sluggish...Sensitivity low ... Took a
lot of force."
For Configuration 5-3 (pss /Fas = 18, figure 202) the final response is improved, but the small-control-input
response is much too sensitive. Pilot comments for the 40 rad/sec filter case (TF = 0.025, figure 203)
reflect this: "Gross acquisition -- no problem. Fine tracking was characterized by jerkiness ...Had the
perception that the stick was moving in my hand." Prefilters of 3.33-10 rad/sec (TF = 0. 3 and 0.10, figure
203) produced Level 1 pilot ratings, a trend like that found on DIGITAC. With TF = 1.0, however, a PR of 7
was given; this was "Smooth but sluggish ...Wouldn't respond to aggressive inputs "
We note that the LATHOS configurations prone to roll ratcheting were: all of those with LFas > 50
(deg/sec2)/lb, plus one observation of “slight ratcheting" for LF as = 40 and one "beginning” at LFas = 30,
TR = 0.2. Ratcheting occurred with TR as long as 0.45 second. (As can be seen in figure 145, the
minimum LFas evaluated increased as TR decreased.)
Finally, two nonlinear gradients (5-3N2 and 5-3N3, figure 202) had the effect of reducing the sensitivity for
small inputs while still providing good power for large inputs. For 5-3N2, a pilot rating of 4-1/2 was given
due to “Beginning of ratcheting -- not strong ... Jerky even with small inputs." For 5-3N3, a PR of 4 was
similarly given because "initial response [was] too abrupt.... Adequate final roll rate for large inputs."
508
MIL-STD-1797A
APPENDIX A
509
MIL-STD-1797A
APPENDIX A
FIGURE 202. Roll gradients for LATHOS configurations 5-2 and 5-3 (TR = 0.15
sec) compared with acceptable range from figure 194.
510
MIL-STD-1797A
APPENDIX A
The LATHOS results are very similar to those for DIGITAC, i.e., ratcheting was reduced by addition of a
roll prefilter around 3 rad/sec. However, as discussed in 4.2.1.2. stick prefilters are a major contributor to
overall effective time delay, τe . For example, figure 18a shows that a 3 rad/sec. prefilter contributes about
0.1 second to the overall time delay in the longitudinal axis. For sophisticated aircraft control systems,
with structural filters, sensor filters, etc. included, a prefilter as low as 3 rad/sec. could cause an
unacceptably large delay. The prefilter thus should not be looked on as a final solution.
Yet another source of over sensitivity is noted in AGARD-CP-319, as illustrated in figure 204. A current
design trend is to use high-gain forward-loop stabilization for robust, fast, stable response, with a prefilter
to shape the response to pilot commands as desired. The high gain tends to saturate the actuators, etc.
far short of maximum command. When the sensitivity is adjusted for large commands, then, in Navy
experience the system can be grossly over sensitive for small inputs.
511
MIL-STD-1797A
APPENDIX A
resulting optimum sensitivities are shown on figure 205 because most configurations were Level 2 or
worse in dutch roll or roll mode characteristics. Many of the points are associated with poor pilot ratings.
Hence there is a tacit assumption that the optimum roll sensitivity is the same for Level 1 and 2 values of
ωd and ζd.
512
MIL-STD-1797A
APPENDIX A
per pound). It can further be seen that the data points from NASA Memo 1-29-59A for Level 1 roll
response sensitivity be along a curve of φl/Fas = 15 deg/lb; for Level 2 flying qualities, φl/Fas = 25 deg/lb.
Both sets of data indicate that for optimum roll response sensitivity 401/Fas should be between 10 and 20
deg/lb. A possible exception is indicated by the low-TR data of AFFDL-TR-67-98, where the pilots
selected somewhat lower optimum roll response sensitivities.
Figure 206 shows actual data from the tests of NASA Memo 1-29-59A. The pilot ratings from the moving-
base simulation (figure 206b) clearly support the gradient limits of table XXXVII. Differences between the
fixed and rolling simulator results are presumably due to the additional accelerations the pilots sensed in
the rolling simulator. These results indicate that evaluations of roll sensitivity should involve a moving-
base simulator as a minimum.
c. Program of Princeton Univ Rpt 727 (Flight Phase Category C)
In order to compare the fighter-aircraft data for up-and-away flight with data for the landing approach,
consider the in-flight data of Princeton Univ Rpt 727 shown on figure 207. From comparisons of figures
205 and 207 it can be seen that the optimum roll response sensitivity, maximum satisfactory roll response
sensitivity (Level 1), and maximum acceptable roll response sensitivity (Level 2), in terms of rolling
acceleration per force for the landing approach, are about half those for the respective Levels of flying
qualities for Flight Phase Category A. This proportion is reflected in table XXXVII.
REQUIREMENT LESSONS LEARNED
The F-5 roll gradients in both Category A and C flight fall well within the Level 1 limits (AFFDL-TR-71-
134). Similarly, flight test data from Navy Rpt No. SA-14R-81 show that gradients for the original F-18A in
Category A and C flight phases are within the Level 1 limits.
As discussed in "Guidance for Application,” aircraft with high-gain, high authority roll augmentation
systems require a parabolic stick shaping network. Such a network makes it possible to maintain the
required sensitivity for small stick deflections without giving up rolling performance for large stick
deflections The F-18 has a parabolic stick shaping network and the data quoted represent sensitivities for
small stick deflections such as used for precision tracking.
513
MIL-STD-1797A
APPENDIX A
FIGURE 206. Pilot ratings from NASA Memo 1-29-59A (Category A Flight Phase).
514
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APPENDIX A
515
MIL-STD-1797A
APPENDIX A
4.1.12.1 has additional, qualitative requirements on control centering and breakout forces. The values in
table XXXIX come from a combination of a long history (but unfortunately not well documented) of flight
test and operational experience and variable-stability aircraft evaluations. The sidestick breakout forces in
table XXXIX are based upon recommendations of AFFDL-TR-79-3126.
REQUIREMENT LESSONS LEARNED
516
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APPENDIX A
517
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APPENDIX A
VERIFICATION RATIONALE(5.5.9.5.1)
Measurement is straightforward in either flight or simulator. Slipstream, engine gyroscopic or other
asymmetries may make forces different to the right and to the left.
VERIFICATION GUIDANCE
Flight testing at the specified bank angle and corresponding normal load factor, at maximum operational
altitude and minimum operational velocity, generally presents the most potential for large yawing
moments and large effective dihedral.
For a steady turn about a vertical axis, from the y-force equation in stability axes,
g ny
ψ
& = tan Φ +
VT cos β cos γ cos Φ
In a coordinated turn the ball is centered -- that is, ny is zero. But for a roll-control-only, level turn it can be
shown that, with all quantities in stability axes (i.e., w = 0) the steady roll control and sideslip are given
approximately (for β2 → 0 and neglecting Cyr) by
bg Clr 2 2
C l β + C − 4 k z − k 2y c sin Φ tan Φ C l
2VT2
y β
C L1 b 2
δa
β
=
bg Cn δ a
C nβ + 2
C yβ r − 4k 2xz sin Φ tan Φ C nδ
2VT C L1 a
1 c2
− C l r sin Φ + C L1 k 2z − k 2y 2 sin 2 Φ tan Φ
bg 2 b
VT2 1
− C nr sin Φ + C L1 k 2xz sin 2 Φ tan Φ
2
2 2
where CL1 = W/( q S), k 2y = Iy/(m c 2), k z = Iz/(mb2), k xz = Ixz/(mb2); ny = Cyββ/CL1.
Roll control deflection is seen to depend on spiral stability (through CnβClr – ClβCnr ) and nonlinear inertial
terms involving bank angle or, equivalently, turn rate. For the roll and yaw control in coordinated turns see
the discussion of 4.6.7.2.
VERIFICATION LESSONS LEARNED
518
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APPENDIX A
519
MIL-STD-1797A
APPENDIX A
520
MIL-STD-1797A
APPENDIX A
521
MIL-STD-1797A
APPENDIX A
522
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APPENDIX A
523
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APPENDIX A
4.5.9.5.7 Roll axis control force limits for configuration or control mode change.
The control force changes resulting from configuration changes or the engagement or disengagement of
any portion of the flight control due to pilot action shall not exceed the following limits: ____________.
REQUIREMENT RATIONALE(4.5.9.5.7)
Intentional engagement or disengagement of any portion of the flight control system should never result in
unusual or unreasonable demands on the pilot to retain steady flight.
REQUIREMENT GUIDANCE
The related MIL-F-8785C requirement is paragraph 3.5.6.2.
It is recommended that for at least 5 seconds following the change, the change in roll force not exceed 10
pounds.
Trim transients following intentional pilot actions should obviously be small enough not to produce
significant distractions. Do not over look such automatic changes as a switch to a different control mode
when the pilot selects a particular weapon.
Since this requirement deals with intentional modification, it is implied that no failures have occurred,
except where operating procedures call for the crew to switch modes upon experiencing a particular
failure. Failures are covered explicitly by 4.5.9.5.5.
Satisfying this requirement requires careful design of the aircraft augmentation systems. This requirement
also covers automatic configuration or control mode changes due to pilot action, as by selecting a
weapon.
REQUIREMENT LESSONS LEARNED
5.5.9.5.7 Roll axis control force limits for configuration or control mode change-verification.
Verification shall be by analysis, simulation and flight test.
VERIFICATION RATIONALE (5.5.9.5.7)
This requirement supplements the quantitative requirement of 4.1.12.7; measurements should be made
during verification of compliance with that requirement.
VERIFICATION GUIDANCE
The critical flight conditions are highly dependent on the aerodynamic and flight control system
configurations.
VERIFICATION LESSONS LEARNED
524
MIL-STD-1797A
APPENDIX A
Alternatively, when |φ/β|d is large the φ/Fas equivalent-system transfer function of 4.5.1.4 shall be matched
simultaneously with the equivalent system β/Fas transfer function:
φ [
A φ s2 + 2ζ φωφs + ω2φ e φ ] − τe s
=
[
δas or Fas (s + 1 / TS ) (s + 1 / TR ) s2 + 2ζ dωds + ω2d ]
β ( )( )(
A β s + 1 / Tβ1 s + 1 / Tβ 2 s + 1 / Tβ3 e β ) − τe s
δas or Fas
=
[
(s + 1 / TS ) (s + 1 / TR ) s2 + 2ζ dωds + ω2d ]
Use δas for deflection controls (pilot controller defection commands the control effectors) and Fas for force
controls (pilot controller force commands the control effectors).
The algorithms described in Appendix B are useful for the fitting process, although any mutually-agreed
matching technique may be used. No limits are set on φ or β numerator terms at this time.
When ωd |φ/β|d is greater than 20 (rad/sec)2, the minimum ζdωd shall be increased above the ζdωd
2
525
MIL-STD-1797A
APPENDIX A
* - The governing damping requirement is that yielding the larger value of ζd, except that a ζd of 0.7 is the
maximum required for Class III.
Allowable dutch roll oscillatory characteristics are specified in terms of minimum values of ζd, ωd, and
ζdωd; the last is also a function of |φ/β|d when |φ/β|d is very large. From examination of supporting data it
was apparent that over a wide range of frequencies and |φ/β|d response ratios, lines of constant damping
ratio (ζd) fit the data quite well. In determining the minimum frequency (ωd) boundaries, it was found that
the more closely the low-frequency data were examined, the more difficult it became to assess the
importance of low dutch roll frequency per se. Not surprisingly, there is support for raising the minimum
acceptable value of ζd when ωd is low, i.e., ζd and ωd are not independent. This is reflected by specifying a
minimum for the total damping (ζdωd).
The total damping has also been made a function of the product ω 2d |φ/β|d . While the data to support this
are sparse, there is a clear need to account for possible turbulence effects on aircraft with high dutch roll
frequencies and high |φ/β|d .
Limits on τeβ have not been specified. It is expected that τeβ is not as critical as delays in the pitch and roll
axes, since the pilot does not normally perform high-gain precision tracking of sideslip with the yaw
control The cases in which time delay has been especially important have had aggressive closed-loop
tracking inherent to the flying task.
SUPPORTING DATA
Because of the fundamental nature of this requirement there is a reasonably large data base wherein ζd,
ωd, and |φ/β|d have been varied in a systematic manner. However, a review of the pilot ratings reveals that
the Level 1 minimum ζd (ζd ≥ 0.4) is not supported. Nevertheless, stability augmentation has allowed the
easy
526
MIL-STD-1797A
APPENDIX A
realization of such large values of ζd. Given the option of larger ζd values, pilots have found significant
improvements in tracking performance, both air-to-air (CO) and air-to-ground (GA) -- hence the
recommendation from AFFTC to set ζd at 0.4 for these tasks. In our judgment the other Category A Flight
Phases also need this higher damping. Similarly for Categories B and C, although not supported by the
data presented, some opinion is the 0.08 should be 0.12.
It should also be recognized that recent years have seen a large increase in the emphasis on aggressive
pilot behavior in flight test experience, as well as in military operations. This would also be expected to
have the effect of increasing the minimum levels of ζd which were quite low. It is expected that future
experiments will show a need for increasing the minimum ζd for other aircraft Classes and Flight Phase
Categories. A request never adopted into MIL-F-8785B was to require much greater dutch roll damping in
order to prolong fatigue life, based on B-52 experience.
The supporting data that currently exist will be reviewed for each Flight Phase Category in the following
paragraphs.
1. Categories A and B
Since most of the available flight test reports involve either open-loop rolling or landing approach tasks,
there is very little data for substantiating Category A requirements. As a result, much of the data
presented here may be more applicable to Category B Flight Phases. The data will be compared with the
limits in table XL for both Flight Phases.
NASA-TN-D-1141 contains some of the pilot ratings that were used to formulate the Category B limit on
ζd in MIL-F-8785B. As shown on figure 208, the correlation is not very strong. The tasks were essentially
open-loop: abrupt coordinated turn entries through 45 to 60 deg bank-angle; abrupt aileron reversals with
coordinated rudder; and rudder-fixed and -free 360 deg bank-angle rolls. All that can really be concluded
is that for ωd = 1.9 rad/sec, ζd of 0.10 is marginally Level 2. The data are included here only because they
were used in AFFDL-TR-69-72 to support the dutch roll requirements.
Equally ambiguous data, obtained from Cornell Aero Lab Rpt TB-574-F-3, are presented in figure 209.
The flight test program performed in an F4U-5 airplane, included both Category A and B type tasks-
release from a steady sideslip; entry into and recovery from a 45 deg banked turn and a standard-rate
turn (in simulated instrument flight); and "tracking of any available target in approximately level flight."
Therefore, figure 209 includes the Level 1 boundaries for both Category A and B Flight Phases from table
XL. It is seen that the ratings given support the Category B boundary quite well, but do not show support
for the Category A boundary. But, again, this is likely a consequence of the test maneuvers.
Fixed-base simulator data from IAS Paper 60-18 (figure 210) are again more supportive of the Category
B boundaries. Tasks included entry to and exit from a standard rate turn; abrupt directional kicks and
releases; 60 and 90 deg rolls; and abrupt rolls at elevated load factors (3-4 g). (Not surprisingly, the latter
maneuvers added little to the pilots' evaluations, since the tests were conducted in a fixed-base
simulator.)
527
MIL-STD-1797A
APPENDIX A
FIGURE 208. Effect Of ζd on pilot ratings for in-flight and fixed-base simulations
of NASA-TN-D-1141 ωd = 1.78 - 1.90 rad/sec (Category B).
FIGURE 209. Dutch roll data (from Cornell Aero Lab Rpt TB-574-F-3).
528
MIL-STD-1797A
APPENDIX A
Figure 211 shows data from the fixed-base simulations of ASD-TDR-61-362. Based upon the re-entry
mission simulated, and upon the specific maneuvers performed, the data should be considered applicable
to the Category B Flight Phases. As stated in ASD-TDR-61-362, "The overall mission was described as
the re-entry, descent and landing of a re-entry vehicle. In particular, each pilot was told that this mission
did not require high maneuverability but did require fairly precise control of attitude." Tasks included
straight flight, turning fight with shallow and steeply banked turns of up to 60 deg bank angle, and tracking
of roll and sideslip random inputs and minimizing pitch disturbances.
It is not clear from ASD-TDR-61-362 if the pitch disturbances occurred simultaneously with the lateral-
directional random inputs, but it is possible that this could have affected pilot ratings.
The data of figure 211 fit the table XL criteria quite well for ωd = 1 if the Level 1 limits are taken for
Category A, and Class IV aircraft. For higher ωd the Category B Level 1 boundary fits better.
ASD-TDR-61-362 provides data for evaluating the additional damping requirements of table XL. A ∆ζd ωd
is specified when the product ω 2d |φ/β|d is greater than 20 (rad/sec)2. The effects of this on the boundaries
can be seen by comparing figures 21la through 21ld for increasing values of ω 2d |φ/β|d . The data of figures
21lb, c and d correlate well with the boundaries drawn. It should be noted, however, that the high
ωd2 |φ/β|d data correlate just as well with the basic boundaries of figure 211a. More data would be
desirable to validate this requirement.
529
MIL-STD-1797A
APPENDIX A
FIGURE 211. Dutch roll data from fixed-base simulation of re-entry task
(ASD-TDR-61-362) TR ≈ 0.40 sec, TS ≈ ∞.
530
MIL-STD-1797A
APPENDIX A
FIGURE 211. Dutch roll data from fixed-base simulation of re-entry task
(ASD-TDR-61-362) TR ≈ 0.40 sec, TS ≈ ∞ - Continued.
531
MIL-STD-1797A
APPENDIX A
Data from NASA-CR-778 for fixed-base and in-flight simulations using the USAF/Calspan T-33 are
presented in figures 212 and 213. Only those configurations for which the pitch, roll, and spiral
characteristics were Level 1, and for which (ωφ/ωd)2 was between about 0.8 and 1.2 are plotted. [ Multiple
ratings in figures 212 and 213 are in some cases due to differing values of (ωφ/ωd)2; in general, the best
ratings shown for any data point are for (ωφ/ωd)2 = 1.0.] The tasks of NASA-CR-778 are clearly Category
B, i.e., a re-entry vehicle flown in straight flight and turning flight with shallow (30 deg bank angle) and
medium (60 deg) banked turns, and rolling turns of up to 180 deg bank. Additionally, the maneuvers were
performed while a random noise signal was fed to the elevator, aileron and rudder actuators. These noise
effects caused pilot rating degradations of 0 to 1-1/2 rating points. The data of figure 212 (for low values
of 2 the parameter ωd |φ/β|d) support the Category B Level 1 damping boundary. Data for large values of
2
ωd2 |φ/β|d are shown in somewhat different form (figure 213). Only one configuration [the in-flight 2
simulation with ζdωd = 0.17 rad/sec, ω 2d |φ/β|d = 29.4 (rad/sec)2] shows support for increasing the damping
requirements as ωd |φ/β|d increases. All other data fit the basic requirement (ζdωd > 0.15 rad/sec for Level
2
1).
Flight-test data of WADD-TR-61-147, again simulating entry vehicles (and using the same maneuvers as
for NASA-CR-778), are presented in figures 214 and 215. Figure 214 includes all applicable data from
WADD-TR-61-147 [i.e.. those data for which t ζp , ωsp , TS and TR are Level 1, and (ωφ/ωd)2 = 1].
The low pilot ratings for cases with low ω 2d |φ/β|d may be due to variations in other parameters (e.g., roll
control effectiveness) rather than to dutch roll characteristics. Most of the data in figure 214 fit the
boundaries (drawn for low ω 2d |φ/β|d) quite well. The high ω 2d |φ/β|d data are reproduced in figure 215
(excluding the cases that are Level 2 or 3 based on the boundaries of figure 214). The points that lie at
ω 2d |φ/β|d > 79 (rad/sec)2 indicate support for the table XL ζdωd requirements. However, two points at ζdωd
= 0.4 - 0.5 and ω 2d |φ/β|d = 53 - 54 (PR = 3) suggest that the boundaries may need refinement.
532
MIL-STD-1797A
APPENDIX A
Applicable data points from the in-flight simulation of AFFDL-TR-67-98 are shown on figure 216. The
maneuvers included straight and turning flight, as well as a bank angle command tracking task and flight
with artificial disturbances. Many of the points that lie in the Level 2-to-3 region on figure 216 do not
support the boundaries.
Summarizing the Category A/B data presented, there appears to be a definite trend of increased rating
with increasing ω 2d |φ/β|d. However, the ζdωd = 0.15 points show a scarcity of good data for Category A
Flight Phases, especially at low values of ωd . While the Level 2 and 3 boundaries are reasonably well
supported by pilot ratings, some simulation data strongly support it, while other data strongly refute it.
(The origins of this requirement will be discussed shortly, after analysis of available Category C data.)
533
MIL-STD-1797A
APPENDIX A
534
MIL-STD-1797A
APPENDIX A
2. Category C
The most complete set of data available for Category C Flight Phases comes from NASA Memo 12-10-
58A. The flight test program utilized a variable-stability F-86E with seven evaluation pilots Details of the
task are unknown; though the test flight conditions were 10,000 ft altitude at 170 KEAS, the report states
that "Ratings were given for the landing-approach condition only.” Ratings were based on controls-fixed
characteristics, and handling qualities in smooth and simulated rough air. The rough air “corresponded to
pilot A's impression of moderate to heavy turbulence." Aileron yaw (Nδas) was optimized by the pilots for
each condition. Data are presented in NASA Memo 12-10-58A in terms of oscillation period and time and
cycles to half (or double) amplitude. These have been converted to equivalent dutch roll damping ratio
and frequency for presentation in figures 217 and 218. The spiral and roll modes, however, are not
known, and may have influenced the values of 1/T1/2 and 1/Cl/2 reported in NASA Memo 12-10-58A. The
subscript “equiv” is added to ζd and ωd in figures 217 and 218 to indicate that the equivalent value may
include spiral and roll mode effects.
The low-ωd data of NASA Memo 12-10-58A plotted on figure 217 are seen to correlate with the table XL
boundaries quite well. The few data points with large |φ/β|d generally show a degradation in pilot rating.
However, the high-ωd data (figure 218), for which the parameter ω 2d |φ/β|d is large, do not show this
degradation. In fact, these data strongly support the basic damping requirements of table XL.
535
MIL-STD-1797A
APPENDIX A
FIGURE 217. Dutch roll data from flight tests of NASA Memo 12-10-58A (F-86E;
low-frequency data).
FIGURE 218. Dutch roll data from flight tests of NASA Memo 12-10-58A (F-86E;
high-frequency data).
536
MIL-STD-1797A
APPENDIX A
Power approach tests conducted with the Princeton variable-stability Navion (Princeton Univ Rpt 797)
also show limited support for the Category C requirements, figure 219.
In the flight program of AFFDL-TR-70-145, the USAF/Calspan T-33 was flown as a medium-weight Class
II aircraft. Cooper-Harper ratings for Nδas = 0 (figure 220) support the boundaries for ζd, though the Level
2 limit could possibly be relaxed; but there are no data for ωd < 1.0 rad/sec, and the few low-frequency
points suggest that, for level 1, ωdmin = 1.0 rad/sec might be more appropriate. But there is too little data to
justify an increase in minimum ωd from 0.4 to 1.0 rad/sec for Class II-L aircraft. These data show a
dramatic effect of turbulence on pilot rating (see * in figure 220). This could be evidence that turbulence is
a dominant factor in setting limits on ζd. Future experiments should concentrate on this area. Additionally,
any evaluation program should include moderate turbulence.
The Category C frequency and damping ratio boundaries for Class III aircraft are supported by moving-
base simulator data from NASA-TN-D-3910 (figure 221). Evaluation tasks consisted of turn entries and
recoveries, roll reversals, sideslips, and dutch roll oscillations; instrument approaches; and instrument
approaches with lateral offsets. Similar tests were flown on the variable-stability B-367-80 transport
(including landing). While detailed data are not reported in NASA-TN-D-3910 for the flight tests, pilot
ratings for a similar range of ζd, ωd, and (ωφ/ωd)2 show general agreement with the simulator data (figure
220). A major difference is the apparent insensitivity to (ωφ/ωd)2 in flight tests.
FIGURE 219. Dutch roll data from in-flight simulation of Princeton Univ Rpt 797
(Navion; pilot ratings shown for optimum values of Lβ).
537
MIL-STD-1797A
APPENDIX A
FIGURE 220. Dutch roll data from In-flight simulation FIGURE 221. Dutch roll data from moving-base -
of Class II-L airplanes in landing bank simulator tests of NASA-TN-D-
approach (T-33; AFFDL-TR-70-145). 391TR-(supersonic transport).
538
MIL-STD-1797A
APPENDIX A
FIGURE 222. Variation of pilot rating with ωφ/ωd for moving-base simulator and
flight data ζd ≈ 0.15 (NASA-TN-D-3910).
539
MIL-STD-1797A
APPENDIX A
From the preceding review of available Category C data, it is clear that there is a lack of good, solid data;
that few tests include touchdown and landing as a task; but that, as for Categories A and B, there is some
mild support for the boundaries as they exist. If the table XL limits are to be refined or developed to be
consistent and valid, much more testing is necessary.
3. Effect of ω 2d |φ/β|d
The criterion first proposed in AFFDL-TR-65-138, in which the value of ζdωd required to maintain a given
pilot rating is made a function of ω 2d |φ/β|d (figure 223), has been retained in the lateral-directional
oscillatory requirements of table XL. It is observed that ω 2d |φ/β|d is analogous to |φ/β|d. The data upon
which the curve of figure 223 is based, from WADC-TR-52-298, are presented in figures 224 and 225.
FIGURE 223. ∆ζω/ ∆( ω 2d |φ/β|d) required to maintain a given basic rating (from
AFFDL-TR-70-145), based upon data of figures 224 and 225.
540
MIL-STD-1797A
APPENDIX A
541
MIL-STD-1797A
APPENDIX A
FIGURE 225. Data upon which relation of figure 223 are based (controls-fixed
rudder kicks, WADC-TR-52-298; figure reproduced from AFFDL-TR-65-138).
542
MIL-STD-1797A
APPENDIX A
It has long been recognized that pilot acceptance of dutch roll oscillations is influenced by |φ/β|d, and it is
for this reason that the ∆ζdωd requirements have been retained. However, the inconsistency of the
supporting data should serve as a reminder that a better method is needed for dealing with aircraft with
large |φ/β|d ratios. But so far nothing adequate has been suggested. The 4.5.1.4 limits on roll rate
oscillations do place one lower bound on ζd as a function of ωφ, ωd and roll-sideslip phasing.
REQUIREMENT LESSONS LEARNED
Figure 226 illustrates the range of dutch roll damping and frequency found on some existing airplanes
(AGARD-CP-17). Airplanes include the B-52, B-58, B-70, C-130, C-141, C-5A, F-104. F-105, F-4D, A-7D,
F-111, Boeing 707-300, 720B, 727, and an SST design. The symbols shown are for several different flight
conditions.
Characteristics for the Lockheed C-5A, C-141A, YC-141B, and L-1011 (AFFDL-TR-78-171) are plotted on
figure 227 for the Category B Flight Phase with yaw damper inoperative. The L-1011 meets the minimum
requirements for Level 2 operation, while the C-5A. C-141A, and YC-141B all fail the Level 2 damping
requirements. AFFDL-TR-78-171 discusses these results for the C-141A and C-5A:
543
MIL-STD-1797A
APPENDIX A
FIGURE 227. Lateral directional damping for some Class III airplanes (from
AFFDL-TR-78-171).
544
MIL-STD-1797A
APPENDIX A
An evaluation of the C-141A dutch-roll recovery techniques with the yaw damper
inoperative was conducted by the Air Force Flight Test Center in February 1977. Results
of the tests ["C-141A Dutch Roll Recovery," AFFTC Technical Letter Report, by Picha
and Klein] show Harper-Cooper rating values ranging from 2.0 to 5.0, using aileron only
for recovery, which is the recommended Flight Handbook procedure. Over 100 dutch-roll
maneuvers were accomplished during the evaluation, which consisted of regaining
control of the aircraft and returning to a wings-level attitude from bank angles as high as
45 degrees. It should also be noted that evaluating pilots do not rate operation of the C-
SA with the stability augmentation system off below [worse than] the suggested Level 2
guidelines (6.5 Harper-Cooper rating scale). These data strongly indicate that the Level 2
minimum ζdωd requirement of 0.05 rad/sec is too stringent.
Comments by SPOs on the application of dutch roll requirements show the opposite trend: minimum
allowable values of ζd have been increased for some current aircraft. Concern also was raised over
applicability of the dutch roll requirements to augmented aircraft. The following table summarizes these
comments for specific airplanes:
F-16 Parameters in this section are not easily applied to highly augmented aircraft.
F-15, F-16, C-141 ζd was increased to 0.30 for Category A.
AMST, B-1 Values for ζd were increased on AMST for Level 1 Category B and C (0.08 to
0.20) and Levels 2 and 3 (0.02 to 0.08); the minimum values of ωd were also
increased; a requirement that addresses higher dynamic modes that are present
with augmentation needs to be defined.
A-10 Increased ζd above that required by MIL-F-8785B was the key to achieving good
air-to-ground accuracy, as told in 3.2 Lessons Learned.
Considerations other than flying qualities may determine the acceptability of dutch roll characteristics: ride
qualities in turbulence or in aileron rolls, or structural fatigue, for example.
545
MIL-STD-1797A
APPENDIX A
VERIFICATION GUIDANCE
For most aircraft an appropriate lower-order equivalent system for sideslip response to a rudder input is
adequate:
− τe s
β K βe β
=& 2
Frp s + 2ζ dωds + ω2d
ρVg 1 k 2 C′lβ
CL − 1 C′n
2ζ dωd =& − Cy β + 2 C′nr − 2z 1 2k 2 p
2( W / S) 2k z k x C′nβ z
|φ/β|d is the ratio of amplitudes of the roll and sideslip envelopes in the dutch roll mode and CL1 = W/( q S).
The dutch-roll envelope of roll rate, p, is shown in figure 228 from AFFDL-TR-69-72, for a step command.
Since the ratio is invariant with time, any suitable instant may be chosen.
Compliance must be demonstrated through flight testing at the minimum and maximum specified
operational altitudes, over the range of service airspeeds, with the aircraft configured for maximum
yawing moment of inertia to get the lowest ωd.
Factors affecting the stability derivatives include: angle of attack, Mach number, and aerodynamic
pressure. Aerodynamic directional stability may deteriorate noticeably as the c.g. moves aft.
546
MIL-STD-1797A
APPENDIX A
547
MIL-STD-1797A
APPENDIX A
548
MIL-STD-1797A
APPENDIX A
d δa Cl − Cnβ Cl δ Cnδ
=− β r r
dβ C C
Cl δ 1 − n δ a l δ r
a Cl δ Cnδ
a r
C C
1 − nδ a l β
dφ C yβ C y Cn
1 − δr β
C l δ C nβ
− δa β
(
C y C l − Cn C l Cn
β δr δr
)
=− a
dβ C L1 C nδ C y β C nδ C l δ C nδ C l δ
1− C l δ C y β 1 − r
r a r a
C l δ C nδ a C C
a r l δ a nδr
Modified “effective" derivatives can account for crossfeeds and simple feedbacks which are not washed
out. As an example, with lateral acceleration feedback to the rudder, the commanded rudder deflection (δr
= δrc + ay ⋅ ∂δr / ∂ay) is
549
MIL-STD-1797A
APPENDIX A
dδrc Cn Cn Cl ∂δ g Cy Cy C C
= − β 1 − δa β + r ⋅ Cnδ β − δr 1 − nδ a l β
dβ Cnδ Cl δ Cnβ ∂a y CL1 r C Cnδ Cl δ Cnβ
r a nβ r a
Since CL1 = (W/S)/ q , a given ay feedback gain is higher at high speed, lower at low speed in terms of β.
550
MIL-STD-1797A
APPENDIX A
REQUIREMENT GUIDANCE
The related MIL-F-8785C requirement is paragraph 3.4.11.
Recommended values (Part a): The recommended values of required bandwidth depend on the piloting
task associated with certain missions and mission phases as shown in table XLI.
The parameters subject to the bandwidth limitation in table XLI are given in table XLII.
551
MIL-STD-1797A
APPENDIX A
Recommended values (Part b) to be determined by analysis, ground and in-flight simulation based upon
task requirements. Recommended values (Part c): When the rudder pedals are to be used as the direct
force controller, the requirements of 4.6.7 may be used as a guide. If a special-purpose controller such as
a thumb switch or lever is to be used, acceptable characteristics should be determined in flight test.
The bandwidth criterion used in this requirement makes the fundamental assumption that the primary
factor in the pilot's evaluation of a DFC mode is his ability to exert tight control to minimize errors and
thereby improve closed-loop tracking performance. The criterion originates from an old, well-accepted
idea -- that a measure of the handling qualities of an aircraft is its response characteristics when
552
MIL-STD-1797A
APPENDIX A
553
MIL-STD-1797A
APPENDIX A
FIGURE 230. Effect of DFC manipulator sensitivity configuration WLT1 (very low
coupling) (from AFWAL-TR-81-3027).
554
MIL-STD-1797A
APPENDIX A
One interpretation is that pilot MP's rating of 5 was given to discourage intentional design of proverse roll
coupling to improve tracking bandwidth . Hence, even though large values of favorable roll coupling may
be inferred as acceptable to produce Level 1 flying qualities, the designer is cautioned against using such
coupling to overcome an inherently low bandwidth. This is especially pertinent for configurations having a
cockpit farther from the roll axis (than in the Navion) and therefore subjecting the pilot to more roll-
induced lateral acceleration.
SUPPORTING DATA
The variable-stability flight test experiment of AFWAL-TR-81-3027 provides supporting data, for both
limiting values of bandwidth and validity of bandwidth as a criterion for DFC modes.
The Cooper-Harper pilot ratings from the AFWAL-TR-81-3027 experiment are plotted versus heading
bandwidth on figure 233 for the air-to-air tracking task using the wings-level turn mode. The open symbols
on figure 233 indicate that variations in heading bandwidth were achieved via yaw coupling. That is, the
crossfeed gain from DFC control (pedal) to the rudder was increased above its nominal value to achieve
favorable yaw coupling and reduced below its nominal value to achieve unfavorable yaw coupling. For
solid symbols on figure 233 the heading bandwidth was varied via changes in roll coupling, i.e., the DFC
to aileron gain.
555
MIL-STD-1797A
APPENDIX A
To the pilot, favorable yaw coupling appears as a tendency for the nose to move abruptly in the direction
of the commanded turn, whereas unfavorable yaw coupling is a tendency for the nose initially to swing
away from the commanded turn. When flying a configuration with favorable roll coupling, the pilot will
observe a tendency for the aircraft to roll in the direction of the commanded wings-level turn, thereby
augmenting the yaw response (provided roll is not too large). Finally, adverse roll coupling is a tendency
for the aircraft to bank away from the commanded wings-level turn. The validity of bandwidth as a
criterion for DFC is supported by the following observations from figure 233:
The pilot ratings for Configurations WLT4 and WLT15 (adverse yaw coupling) are
approximately the same as the pilot rating for Configuration WLT13 (adverse roll
coupling). As can be seen from figure 233, all of these configurations have approximately
the same heading bandwidth of between 0.7 and 0.8 rad/sec.
Configuration WLT3 (slight adverse yaw coupling) has approximately the same pilot
rating as Configuration WLT14 (slight adverse roll coupling). The bandwidths of these
configurations are both approximately 1.1 rad/sec.
556
MIL-STD-1797A
APPENDIX A
Configurations WLT10 and WLT12 have significant favorable roll coupling and
correspondingly high values of heading bandwidth. Configuration WLT5 also has a large
value of heading bandwidth (4.1 rad/sec) by virtue of its highly proverse yaw coupling.
Figure 233 indicates that these configurations are all rated approximately the same.
The above examples provide strong evidence to indicate that satisfactory wings-level turn flying qualities
depend primarily on the ability of the pilot to increase his tracking bandwidth to some established level by
tightening up on the controls.
FIGURE 233. Correlation of pilot ratings with heading bandwidth; wings-level turn
mode; air-to-air tracking task.
The variable-stability aircraft was a Princeton University Navion, which has an operational speed of 105
kt. This resulted in lateral accelerations that were a factor of 5 lower than would occur at typical air
combat speeds. However, recent AFAMRL centrifuge data (Investigation of the Effects of gy and gz on
AFTI/F-16 Control Inputs, Restraints, and Tracking Performance) indicate that pilots can track in a lateral
acceleration environment of 2.5 g when properly constrained; whereas the Navion was limited to 0.5 g,
had no side restraint.
The rating data on figure 233 indicate that even the best wings-level turn configurations barely meet the
classical definition of Level 1 flying qualities (e.g., Cooper-Harper pilot rating equal to or better than 3-
1/2). However, when one considers that the task involves tracking a target undergoing large and rapid
bank angle reversals, it is difficult to conceive of any configuration that would correspond to the adjectival
descriptions of a pilot rating of 3 (i.e., “minimal pilot compensation required for desired performance").
The pilot commentary in AFWAL-TR-81-3027 indicates that the WLT1 configuration had very acceptable
flying qualities and that the desired performance in tracking was easily attained (but apparently involved
more than minimal compensation). Hence, the inability to attain average pilot ratings better than 3 is felt
to be attributable not to the configuration but rather to the difficulty of the task involved. Pilot ratings of 2
for the wings-level turn mode were obtained in AIAA-80-1628-CP. The tracking task in that case was a
557
MIL-STD-1797A
APPENDIX A
ground target that performed a discrete step change in position, a significantly less demanding task than
the air-to-air tracking utilized in AFWAL-TR-81-3027.
The use of secondary controls was allowed in AFWAL-TR-81-3027. That is, the pilots were specifically
instructed to utilize the centerstick to improve tracking if such control techniques seemed warranted. This
was done for consistency with the real-world situation in which pilots might well use the wings-level turn
mode for fine tuning and the basic aircraft controls for gross maneuvering. Such control usage was found
to conform to the normal pilot-centered requirements for separation of controls, i.e., only one control can
be utilized at the primary closed-loop frequency, with all other controls limited to performing trimming-like
functions. In the AFWAL-TR-81-3027 experiments, the pilots utilized the centerstick any time the target
bank angle appeared excessively large so that the DFC side force generators were approaching their
limit. Such low-frequency secondary control usage was found to be entirely acceptable. However,
attempts to utilize the secondary control to improve the tracking bandwidth of the primary DFC were
unsuccessful.
The bandwidth requirements stated for the path deviation task (Cat. C in table XLI) are based on the
lateral translation mode results given in AFWAL-TR-81-3027, as well as heading control results obtained
for conventional aircraft in previous programs. An example of such results is shown on figure 234, taken
from NASA-CR-2017. Figure 234 indicates that most points below a heading bandwidth of 0.3 rad/sec are
Level 2 or worse. For lack of any better data, the Level 2 boundary was defined (from figure 234) as 0.12
rad/sec.
FIGURE 234. Correlation of pilot ratings with heading bandwidth for conventional
aircraft; ILS approach task.
Part (b) of the requirement relates to the turn rate or lateral acceleration necessary to accomplish the
desired task. AFFDL-TR-76-78 indicated that 1 lateral g was sufficient for air-to-ground and AFWAL-TR-
81-3027 indicated that 2.5 lateral g would be required for air combat maneuvering Obviously, some form
of lateral pilot restraint will be required . As mentioned previously, recent results from the AFAMRL
558
MIL-STD-1797A
APPENDIX A
centrifuge (Investigation of the Effects of gy and gz on AFTI/F-16 Control Inputs, Restraints and Tracking
Performance) have indicated that a restrained pilot can track up to about 2.5 lateral g. At this time,
however, the operational usefulness of such large lateral acceleration has not been established.
"Criteria for Side Force Control in Air-to-Ground Target Acquisition and Tracking", elaborating on the
NASA Ames FSAA results of NASA TM 81266 and AIAA Paper 80-1628-CP for a dive-bombing task,
recommends a bandwidth of at least 2.3 rad/sec for a Level 1 wings-level turn mode, almost double the
AFWAL-TR-81-3027 recommendation adopted here. Different tasks, simulators and pilots may have
contributed to this difference in results.
REQUIREMENT LESSONS LEARNED
The F-16 CCV utilized a wings-level turn mode (AIAA Paper 77-1119) with considerable success. Pilots
found the mode particularly useful for air-to-ground missions. The aircraft was capable of approximately
0.8 g, and at least one pilot reported that this would not be excessive providing adequate lateral pilot
restraints could be provided. Two DFC controllers were tried: the conventional rudder pedals and a CCV
thumb button. The rudder pedals were the favored controller (see AFFDL-TR-78-9).
When mechanizing a wings-level turn mode, consideration should be given to the impact of the particular
mechanization on aircraft flying qualities and performance degradation. A large drag rise can occur when
deflecting aerodynamic surfaces to generate the wings-level turn causing a rapid airspeed bleedoff. The
loss of aircraft velocity may offset any tactical advantage gained from using the mode.
A discussion of Fast Fourier Transform procedures that can be used to generate frequency response
(Bode) plots from flight test or simulator data is given in 5.2.1.2 guidance. Once the Bode plots of heading
or lateral flight path angle to DFC input are obtained it is a simple matter to determine the bandwidth as
shown in figure 235.
VERIFICATION LESSONS LEARNED
559
MIL-STD-1797A
APPENDIX A
FIGURE 235. Sideslip excursion limitations for small roll control commands.
b. Following larger step roll control commands, the ratio of the sideslip increment, ∆β, to the
parameter k (3.4.6) should be less than the values specified in table XLIII. The roll command shall be held
fixed until the bank angle has changed at least 90 degrees.
560
MIL-STD-1797A
APPENDIX A
TABLE XLIII. Recommended maximum sideslip excursions for large roll control
commands.
FLIGHT PHASE ADVERSE SIDESLIP (RIGHT PROVERSE SIDESLIP (LEFT
LEVEL CATEGORY ROLL COMMAND CAUSES ROLL COMMAND CAUSES
RIGHT SIDESLIP) RIGHT SIDESLIP)
1 A 6 degrees 2 degrees
B and C 10 degrees 3 degrees
This requirement was first introduced in MIL-F-8785B. The following discussion is reprinted from AFFDL-
TR-69-72.
The primary source of data from which the sideslip requirement evolved is the low |φ/β|d (= 1-5)
configurations of AFFDL-TR-67-98 (figure 236). Analysis of the data revealed that the amount of sideslip
that a pilot will accept or tolerate is a strong function of the phase angle of the dutch roll component of
sideslip. When the phase angle is such that β is primarily adverse (out of the turn which is being rolled
into), the pilot can tolerate quite a bit of sideslip. On the other hand, when the phasing is such that β is
primarily proverse (into the turn), the pilot can only tolerate a small amount of sideslip because of difficulty
of coordination.
There is more to coordination, however, than whether the sideslip is adverse or proverse: the source and
phasing of the disturbing yawing moment also significantly affect the coordination problem. If the yawing
moment is caused by aileron and is in the adverse sense, then in order to coordinate the pilot must phase
either right rudder with right aileron or left rudder with left aileron. Since pilots find this technique natural
they can generally coordinate well even if the yawing moment is large. If, on the other hand, the yawing
moment is in the proverse sense or is caused by roll rate, coordination is far more difficult. For proverse
yaw due to aileron the pilot must cross control; and for either adverse or proverse yaw due to roll rate,
required rudder inputs must be proportional to roll rate and also phased with respect to it. Pilots find these
techniques unnatural and difficult to perform. Since yawing moments may also be introduced by yaw rate,
it can be seen that depending on the magnitude and sense of the various yawing moments, coordination
may be either easy or extremely difficult. If coordination is sufficiently difficult that pilots cannot be
expected to coordinate routinely, the flying qualities requirements must restrict unwanted motions to a
size acceptable to pilots.
Analysis further revealed that it was not so much the absolute magnitude of the sideslip that bothered the
pilot, but rather the maximum change in sideslip. The latter was a better measure of the amount of
coordination required. Thus, the data from this program were plotted on figure 237 as the maximum
change in sideslip occurring during a rudder-pedals-fixed rolling maneuver, ∆β, versus the phase angle of
the dutch roll component of the sideslip, (Note that the dutch roll damping ratio is Level 2 for the data of
figure 237.)
The phase angle ψβ, is a measure of the sense of the initial sideslip response, whether adverse or
proverse, while ∆β is a measure of the amplitude of the sideslip generated. Both the sense and the
amplitude affect the coordination problem.
561
MIL-STD-1797A
APPENDIX A
FIGURE 236. Pilot ratings and optimum aileron sensitivity (low |φ/β|d, medium TR)
(AFFDL-TR-67-98).
562
MIL-STD-1797A
APPENDIX A
It was observed from examination of the low |φ/β|d data plotted on figure 237 that the break points in
curves of iso-pilot ratings occurred at almost exactly the same values of ψβ as for the moderate |φ/β|d
configurations (see the discussion of 4.5.1.4), even though the degradation of flying qualities was due to
sideslip problems with the low |φ/β|d configurations and to bank angle problems with the moderate |φ/β|d
configurations. Since the break points were so close and since the figures describe different
manifestations of the same phenomena, the break points were made identical for both the low |φ/β|d
configurations (∆β versus ψβ) and moderate |φ/β|d configurations (posc/pav versus ψβ).
The sideslip excursions criteria were thus presented in the form shown in the sketch:
As with the posc/pav requirement, it can be seen from this sketch that the specified value of ∆β varies
significantly with ψβ. This difference is almost totally due to the differences in ability to coordinate during
563
MIL-STD-1797A
APPENDIX A
turn entries and exits. Since ψβ is a direct indicator of the difficulty a pilot will experience in coordinating a
turn entry, variation of allowable ∆β with ψβ is to be expected. For -180 deg < ψβ < -260 deg, the pilot may
coordinate; that is, right rudder pedal for right rolls. Thus, even if large sideslip excursions occur, by
coordinating in the normal manner sideslip oscillations can readily be minimized. As ψβ varies from -270
deg to -360 deg, coordination becomes increasingly difficult, and in the range -360 deg < ψβ < 90 deg
cross controlling is required to effect coordination. Since pilots do not normally cross control and, if they
must, have great difficulty in doing so, for -360 deg < ψβ < -90 deg, oscillations in sideslip either go
unchecked or are amplified by the pilot's efforts to coordinate with rudder pedals.
The parameter k relates the amount of allowable sideslips without rudder-pedal use to the roll
performance requirements. Through this tie to roll performance requirements, the effect of Class and
some of the effects of Flight Phase and Level are taken into consideration. While ∆β is relatively
straightforward, the parameter k is a function of Flight Phase, aircraft Class, speed range, and actual roll
performance. In addition, questions arise about the influence of the yaw controller, since the roll
performance requirements of 4.5.8.1 allow use of yaw controls in some instances. While here ∆β is found
with feet on the floor except from steady turns requiring rudder-pedal coordination, k is a measure of roll
response with combined roll and yaw controls.
Because the required φt values of 4.5.8.1 are different for Levels 1, 2. and 3, use of k (φtcommand / φtrequirement)
has in the past involved separate values of φtrequirement for comparison with the Level 1 boundary and with
the Level 2 boundary of ∆β/k. The supporting data for this requirement do not show a need for such
special treatment: the proper value of φtrequirement to use is that specified for Level 1 in 4.5.8.1 with rudder
use if permitted there, and the proper value of φtcommand will be the value obtained by performing the tests
of 5.5.8.1. The idea is to limit roll-control-only sideslip to a value which is (a) proportional to the roll control
used and (b) stated in terms of the amount of roll control needed to meet the Level 1 roll performance
requirement.
As a result, the correct way to compute k is with the commanded value assuming rudder use as permitted
by 4.5.8.1 and the required Level 1 φt value obtained from 4.5.8.1. The resulting ∆β/k, whether Level 1 or
not, is then compared to the requirements of 4.6.2. As shown in Supporting Data and Lessons Learned,
this is a perfectly adequate way to define the parameters.
The need for a requirement limiting yaw response to roll controller is a result of dutch roll excitation for
aircraft with low to moderate |φ/β|d. If |φ/β|d is large, the dutch roll will be most noticeable in roll rate, and
posc/pav is the important criterion (see 4.5.1). In general, the available data suggest that ∆β/k is not as
useful as posc/pav when |φ/β|d > 3.5 - 5.0 (see Supporting Data).
Finally, some of the shortcomings discussed for posc/pav in 4.5.1 are relevant here as well: for example, for
very low dutch roll frequencies, the step roll control inputs must be very small (see AFFDL-TR-72-4 1).
However, although an unstable spiral mode causes divergence in all lateral-directional degrees of
freedom, the small amount of sideslip in that mode makes the dutch roll mode easier to sort out in the
sideslip response than it is in the roll response (see Aircraft Dynamics and Automatic Control).
564
MIL-STD-1797A
APPENDIX A
SUPPORTING DATA
As was discussed, the data of AFFDL-TR-67-98 were the basis for developing the sideslip excursion
requirements of MIL-F-8785B. Figure 237 shows the data as presented in AFFDL-TR-69-72; on figure
238, these data are compared directly to the ∆β/k versus ψβ requirements of figure 235.11
The configurations of AFFDL-TR-72-36 that meet Level 1 dutch roll mode and posc/pav requirements are
illustrated on figure 239. The Cooper-Harper pilot ratings generally agree with the Level 1 and 2
boundaries. Note that the data with the highest value of |φ/β|d (= 5.0) correlate well with the boundaries.
However, it is generally true that larger values of |φ/β|d result in small ∆β/k, and any roll-yaw coupling
problems would more likely show up only on the posc/pav requirements of 4.5.1.
Figure 240 compares relevant Category B data of WADD-TR-61-147 with the boundaries of figure 235
Again, only those data for which TS , TR, ζd, ωd, and posc/pav are all Level 1 are shown. The low-|φ/β|d data
of figure 240a were used in AFFDL-TR-69-72 to develop the Category B boundaries. Figure 240b shows
high-|φ/β|d data; clearly, when |φ/β|d is large, sideslip excursions are not a problem.
11
The values of ψβ in figures 237 and 238 do not agree for all data points. The ψβ and ∆β/k of figure 238
were taken from AFFDL-TR-72-4l, as was much of the data used in the following figures. No attempt has
been made to account for the differences in ψβ, or to decide which is the correct set of data. The more
recent data (figure 238) result in a slightly poorer correlation with the boundaries than the earlier data
(figure 237) which were used to define the boundaries in the first place.
565
MIL-STD-1797A
APPENDIX A
FIGURE 239. ∆βmax/k versus ψβ for evaluation points that meet Level 1
posc/pav criteria, Category A data (from AFFDL-TR-72-36).
Category C data from Princeton Univ Rpt 727 (also utilized in AFFDL-TR-69-72 to define the Category C
limits) are given in figure 241. The few data points above the Level 1 boundary do not show very good
correlation.
Figure 242 shows data from AFFDL-TR-70-145, and again correlation is poor: configurations in the Level
2 to 3 regions received Cooper-Harper ratings of 2, 2.5, and 3.
In summary, the supporting data for ∆β/k versus ψβ appear to show a need for such a criterion for
Category A and B Flight Phases; however, from the available data for Category C, other lateral-directional
requirements sufficiently define acceptable flying qualities. For |φ/β|d above some nominal value ( =
& 5.0),
∆β/k adds little to the specification of flying qualities, and posc/pav is the important parameter.
As with the roll rate oscillation requirements of 4.5.1.4, the sideslip requirements of figure 235 are
applicable for small inputs only, as in fine tracking In order to be able to test for large control inputs, an
additional but more lenient requirement has been specified. In this way the more comprehensive
requirement of figure 235 on sideslip limitations can be incorporated without losing validity with large
control inputs.
Comparisons of operational aircraft with the sideslip excursion requirements can be obtained from four
AFFDL-sponsored validation reports (AFFDL-TR-72-141, AFFDL-TR-75-3, AFFDL-TR-70-155, and
AFFDL-TR-71-134) as summarized in the following paragraphs.
566
MIL-STD-1797A
APPENDIX A
567
MIL-STD-1797A
APPENDIX A
FIGURE 241. Category C configurations of Princeton Univ Rpt 727 (∆β/k, ψβ from
AFFDL-TR-72-41).
FIGURE 242. ∆βmax/k versus ψβ for configurations that meet Level 1 posc/pav, ζd,
and ζdωd criteria (from AFFDI,-TR-70-145).
568
MIL-STD-1797A
APPENDIX A
Additional data for the C-141A, YC-141B, and C-5A are shown on figure 244 from AFFDL-TR-78-171. As
described there:
Pilot rating data obtained during the YC-141B flight test program show a value of 2
(Harper-Cooper Rating Scale) with augmentation operative and 4 with the augmentation
inoperative. These data indicate that the handling characteristics correspond to Level 1
conditions even though the data fall outside Level 1 requirements at the lower airspeeds.
It should be noted that the L-1011 nearly complies with roll performance requirements,
but the sideslip excursions created as a result, as shown herein, exceed allowable limits
(figure 244). The L-1011 sideslip excursions have not prompted comments of objection
from flight test or airline pilots.
F-4 (Class IV)
Flight test data for the F4H-1 (F-4B) are shown on figure 245, from AFFDL-TR-70-155:
569
MIL-STD-1797A
APPENDIX A
The Category A data (figure 245a)...provide good validation of the Level 1 adverse and proverse
boundaries with the exception of two test points in which the roll command has induced proverse sideslip.
These two points were rated Level 1 but fall outside the Level 1 proverse boundary. Available data do not
permit evaluation of the Level 2 boundaries.
The PA data -- Category C -- [with 5 deg ARI authority, figure 245b] did not correlate as well. These data
were given a blanket rating of Level 2, however a significant number of test points met the specification
Level 1 requirements. Each of these had relatively high roll performance resulting in a higher k and a
correspondingly higher allowable b. Adverse sideslip was in the low range compared to the other data.
The data of [figure 245b] -- in which the PA configuration lateral-directional characteristics were modified
by increasing ARI rudder authority to ±15° -- provide inconclusive results. From the pilot comment, an
estimated Level 1 was given to all the data. However, approximately half of the data are Level 2
according to the requirement.
When the PA configuration data...are combined as shown in figure [245b], there is some indication that
the Level 1 adverse boundary may be a function of airspeed.
570
MIL-STD-1797A
APPENDIX A
FIGURE 244. Sideslip excursion data for Class III aircraft in Category B Flight
Phases (from AFFDL-TR-78-171)
Test data for the F-5A are compared to the small-input requirements on figure 246a, and the large-input
requirements on figure 246b, from AFFDL-TR-71-134. The F-5A is seen to comply with the limits, though
no pilot rating information is given.
Possible Revision
Calspan proposed a revision to the requirement in AFFDL-TR-72-41. The new handling quality
parameters proposed are:
1 VT ∆β t <1.2T
d
versus ψβimpulse
ωd g φˆ 1
571
MIL-STD-1797A
APPENDIX A
where again the hat (^) indicates that the spiral mode has been deleted from the time history before
measurement of φ1. The above-noted trend with airspeed is seen to be included in the requirement.
Data comparisons with AFFDL-TR-72-41 parameters show insufficient justification for adopting them. For
example, using the data of AFFDL-TR-67-98 (Category A). correlations are almost identical for the
Calspan proposal as for ∆β/k vs. ψβ (48% vs. 46%). Likewise, AFFDL-TR-70-145 data (Category C) show
no real improvement (70% vs. 66%). Some such parameters may be necessary, but more work is needed
to develop criteria which correlate more highly with pilot evaluation data.
572
MIL-STD-1797A
APPENDIX A
573
MIL-STD-1797A
APPENDIX A
TABLE XLIV. Limits on δ′rp (3) for r&o p& o < 0.07.
This requirement is offered as an alternative to bounds on sideslip excursions, ∆β/k versus ψβ. It is stated
directly in terms of the magnitude and shaping of rudder pedal inputs needed to coordinate turns. Hence
it is intended as analytical guidance.
574
MIL-STD-1797A
APPENDIX A
The ability to make precise changes in aircraft heading is a key factor in pilot evaluation of lateral-
directional handling qualities. With the other qualities (e.g., adequate roll response, yaw
frequency/damping, etc.) assumed to be good, any deficiencies in heading control are directly traceable
to excitation of the dutch roll mode due to roll-yaw cross-coupling effects. It is a commonly accepted
piloting technique to reduce these excursions by appropriate use of the aileron and rudder, usually
referred to as “coordinating the turn." The problem is that existing criteria for heading control (∆β/k, or
AFFDL-TR-72-41, FAA-RD-70-61, or WP-189-3) are based on aileron-only parameters, and the effects of
rudder control are only indirectly apparent as they may have influenced individual pilot ratings. That these
criteria are not satisfactory is shown in NASA-CR-2017, where several configurations that violated
boundaries based on aileron-only parameters were given good to excellent pilot ratings. The approach
taken here is that for an otherwise acceptable aircraft the aileron-rudder shaping necessary to coordinate
the turn is a dominant factor in pilot evaluation of heading control. In this regard it is important to
recognize that heading control is basically an outer loop and cannot be satisfactory if the inner bank angle
loop is unsatisfactory. Table XLV contains a set of requirements intended to serve as a checklist for good
roll control.
A. Analysis and Basic Concept
In general, coordinated flight implies minimum yaw coupling in roll entries and exits, which can be
quantified in many ways, e.g.: a) zero sideslip angle (β = 0); b) zero lateral acceleration at the c.g.; c) turn
rate consistent with bank angle and speed (r = gφ/U0); and d) zero lateral acceleration at the cockpit (ball
in the middle).
TABLE XLV. Ground rules for application of rating data to heading control criteria.
(
4) |φ/β|d < 1.5 when turbulence is a factor and N′δas L ′δas =& r&o p& o ) > 0.03 or
5) Meets L ′β vs. ωd boundaries when r&o p& o ≤ 0.03 (figure 248)
Conditions a through c are equivalent when the side forces due to lateral stick, Yδas, and rudder pedal,
Yδrp, are very small, which is usually the case. The fourth turn coordination criterion is complicated by pilot
location effects which, however, appear to be more associated with ride qualities than with heading
control itself (NASA-CR-2017). Based on these considerations it appears that sideslip angle is an
appropriate indicator of turn coordination.12 Accordingly, the following formulation undertakes to identify
the parameters that govern the aileron-rudder shaping required to maintain coordinated flight as defined
by zero sideslip angle (p = 0).
12
It has been suggested that pilots are taught to center the ball in turns and therefore a y would be the
more correct parameter. However, the real objective is to keep sideslip near zero so that the aircraft
tracks bank angle. In fact, when turn coordination is critical, as on the AV-8 Harrier, a yaw string is used
to display β to the pilot. Also, glider pilots use a yaw string because turn coordination is a critical factor in
these aircraft. (Generally, sideslip bias at the nose due to steady yaw rate is small). Therefore, the
proponents of β feel that β and not ay is the appropriate parameter. For most flight conditions -- even for
most aircraft -- the difference between ay and β is very small.
575
MIL-STD-1797A
APPENDIX A
FIGURE 248. Pilot rating boundaries for acceptable roll control in turbulence with
r&o p& o ≤ 0.03 (from Princeton Univ Rpt 797).
With an aileron stick or wheel crossfeed to the rudder pedals, YCF, the rudder pedal deflection produced is
∆δrp = YCF δas (1)
where δas is the lateral stick (or wheel) deflection at the pilot's grip. For the assumed ideal (zero sideslip)
coordination, in terms of the β/δas and β/δrp transfer functions:
Nβ Nβδ
δ
β = as + YCF δ as = 0
rp
(2)
∆ ∆
At large bank angles and high roll rates the equations of motion become nonlinear, with possibilities that
trigonometric functions or higher-order terms will be of significant size. Nevertheless, the character of the
motion generally will be shown by the linear analysis. Nβδ and Nβδ are the numerators of the indicated
as rp
transfer functions and ∆ the denominator, as in Aircraft Dynamics and Automatic Control. Therefore the
ideal crossfeed is:
δ rp Nβδ
YCF = =− as
(3)
δ as Nβδ
rp
576
MIL-STD-1797A
APPENDIX A
For augmented aircraft these numerators are of high order and cannot be generalized. However, aircraft
with complex augmentation systems represented by higher-order systems (HOS) tend to respond to pilot
inputs in a fashion similar to conventional unaugmented aircraft or low-order systems (LOS). In fact,
experience with longitudinal pitch dynamics (see 4.2.1.2 and "Handling Qualities of Aircraft with Stability
and Control Augmentation Systems - A Fundamental Approach") has shown that a HOS which cannot be
fit to a LOS form generally is unsatisfactory to the human pilot.
Based on the approximate factors for conventional aircraft obtained from Aircraft Dynamics and
Automatic Control, the appropriate LOS form for YCF is, in its usual factored form, with time constants Ti:
[ (
N′δas [s + A as (g U0 )] s + 1 Tβas )]
[s + A rp (g / U0 )] [s + (1 Tβ )] [s − (N′δ )]
YCF = (4)
Yδ*rp rp rp
Yrp*
where
(
Yδ*rp = δY δ rp ) (mU0 ) = ρgU0 [2( W / S)] ⋅ C y δrp
L j + N j Ixz Ix N j + L j Ixz Iz
L ′j = N′j =
1 − I2xz (IxIz ) 1 − I2xz (IxIz )
Ai =
(
L ′r − L ′δi N′δi N′r )
( )[
L ′p − L ′δi N′δi N′p − (g / U0 )]
1 Tβi = − L ′p + (L ′δ N′δ ) [N′p − (g / U0 )]
i i
and i = as (aileron stick) or rp (rudder pedal). For the frequency range of interest, i.e., excluding both low
and high frequencies [Ai (g/U0) << ω << N′δrp Yδ*rp ], YCF generally is of first order:
[
N′δas s + 1 Tβas ]
YCF =
[
N′δrp s + 1 Tβrp ] (5)
We would expect the approximation to hold in a great many cases. Whether or not this is a good
approximation in any given case, it seems reasonable that pilots would dislike to use a crossfeed more
complicated than this. Now, the rudder sensitivity can be optimized separately and does not usually
represent a basic airframe limitation, so it is appropriate to remove that from consideration. But even
though the magnitude of δrp required for coordinating a roll command can be dispensed with thus, the size
of the uncoordinated yaw response is of course a pilot concern. A suitable "gain” parameter, then, is
r&o p& o = N′δas L ′δas . By this immediate cue a pilot can judge his need to add crossfeed for a step roll
′ , is given as13:
command. Accordingly, the LOS crossfeed parameter, YCF
13
All derivatives are in the stability axis system.
577
MIL-STD-1797A
APPENDIX A
[
N′δas s + 1 Tβas ]
′ =
YCF
[
L ′δas s + 1 Tβrp ] (6)
Equation 6 indicates that the aileron-to-rudder shaping required to maintain coordinated flight (β = 0) is
directly related to the separation between the aileron (wheel or stick) and rudder (pedal) sideslip zeros.
As a basis for direct correlation with pilot opinion, a "rudder shaping parameter," µ, is arbitrarily defined as
the separation between 1/Tβrp and 1/Tβas, normalized by 1/Tβrp, i.e.,
(1/ Tβ ) − (1 Tβ )
µ=
as rp
1 Tβrp
which simplifies to
µ = (Tβrp/Tβas) – 1 (7)
Then, from either equation 5 or equation 6, (1 + µ) is the ratio of steady δrp to the initial δrp. The frequency
′ , equation 6, as a function of the sign of N′δas L ′δas and the value of µ, are
response characteristics of YCF
shown on figure 249. The shaping of the rudder response is determined by µ. These parameters are
summarized in terms of their analytical and pilot-centered functions in table XLVI.
The parameters r&o p& o or N′δas L ′δas and µ are a natural choice for correlation of heading-control pilot
rating data since they, plus the value of Tβrp, completely define the approximate aileron-to-rudder
crossfeed necessary for turn coordination (Tβrp often is approximately the same value as TR ). Such an
ideal crossfeed is difficult to isolate with simple flight test procedures, but is nevertheless considered a
viable correlation concept because the rationale is straightforward and the parameters can be extracted
from flight data via parameter identification techniques. Correlation with available data is shown
subsequently.
578
MIL-STD-1797A
APPENDIX A
579
MIL-STD-1797A
APPENDIX A
The rudder-pedal time history required to coordinate a unit step wheel or stick input is:
N′ N′
δ rp ( t ) = 1 + µ1 − e
− t / Tβrp
δas δrp (8)
so
δrp(t→∞)/δrp(t→0+) = 1 + µ
Note that δrp(t) refers to the rudder pedal motion (other surface inputs are flight control system crossfeeds
and SAS). The criterion value of t is properly set by the lower limit on the frequency range of interest for
piloted heading control. The simulation experiments of NASA CR-239 indicated that a minimum heading
crossover frequency of about 1/3 rad/sec was necessary for desirable handling qualities. Therefore, a
time of 3 sec rather than infinity was selected as pertinent to a pilot-centered characterization of
crossfeed properties. (While this makes little difference for the approximation to g, it may be significant for
the exact solution.) Recognizing further (equation 4) that Tβrp = & -1/Lp approximately equals the roll mode
time constant, TR, and that the latter must generally be less than 1.0 to 1.4 sec for acceptable roll control
(4.5.1.1) sets the following limits on the exponential in Equation 8:
AIRCRAFT TR e −3 / TR
580
MIL-STD-1797A
APPENDIX A
However, before this simple formula can be applied it is necessary to avoid the high-frequency responses
that occur due to pairs of roots that frequently occur with complex SAS installations having associated
higher-order β numerators. For example, a simple washed-out yaw rate feedback and a first-order lagged
aileron/rudder crossfeed results in seventh-order β numerators of otherwise unaugmented aircraft. Most
of the zeros of these polynomials occur at very high frequency, having negligible effect on the dynamics
near the pilot’s crossover frequency, and therefore should not be accounted for in the shaping function µ.
The standard procedure utilized to compute the values of g was to eliminate all roots of the β parameters
above values of 6 rad/sec in pairs, i.e., keeping their order relative to each other the same (e.g., a third
over fourth order would be reduced to a second over third order, etc.). Roots above 6 rad/sec which do
not occur in pairs are left unmodified. The point of deleting the high-frequency root pairs is just to find the
rudder/aileron crossfeed ratio that the pilot should apply.
The following example illustrates a typical computation of µ and the effect of removing the high-frequency
roots from equation 2. The aileron/rudder crossfeed for one of the AFFDL-TR-69-41 configurations used
in the pilot rating correlations is given as:
δ rp .19 (s − .102) (s − .922) (s + 605.2)
= (11)
δ as (s − .057) (s + 5.6) (s + 109.9)
As discussed above, all roots above 6 rad/sec are removed in pairs and the high-frequency gain (0.19) is
set to unity, resulting in the following equation:
δ rp
=
(s − .102) (s − .922) (12)
δ as (s − .057) (s + 5.6)
The rudder time responses to a unit wheel input for equations 11 and 12 are plotted on figure 250.
Removal of the high-frequency roots is seen to replace the initial rapid rudder reversal with a unity initial
condition. These responses are essentially equivalent to the pilot, who sees the necessity to use
immediate rudder with aileron inputs (which must be removed 1/2 sec later). The value of g
corresponding to this response is δrp(3) - 1 = -1.17. In this case apparently we also could have removed
the low-frequency pole and zero with no ill effect.
B. Physical Interpretation
A physical interpretation is that δrp is the sum of an initial amount to counter N′δas δ as and a variable amount
proportional to N′p p . The possibilities are enumerated in table XLVII.
The iso-opinion lines on figure 247 indicate that some values of the rudder shaping parameter, µ, are
more desirable than others in that they are less sensitive to an increase in aileron yaw. The following
observations help to explain this trend in terms of pilot-centered considerations:
1. Moderately high proverse (positive) N′δas is acceptable in the region where µ =
& -1. Physically,
this corresponds to a sudden initial heading response in the direction of turn followed by
decreasing rudder requirements. (Required steady-state rudder is zero when µ = -1, see figure
249). It is felt that the pilots are accepting the initial proverse yaw as a heading lead and are not
attempting to use cross-control rudder.
2. The allowable values of proverse N′δas decrease rapidly as µ becomes more negative than -1.
Physically this corresponds to an increase in the need for low-frequency rudder activity (see
figure 249). A requirement for cross control is particularly objectionable.
581
MIL-STD-1797A
APPENDIX A
3. The pilot ratings are less sensitive to the required rudder shaping when N′δas is negative (adverse
yaw, negative r&o p& o ). Recall that adverse yaw is consistent with conventional piloting technique
(rudder with the turn to augment roll into the turn).
µ=0 N′p = g/U0, indicating that all roll-yaw cross-coupling is due to N′δas . The aileron-
rudder crossfeed is therefore a pure gain.
-1 < µ < 0 N′δas and N′p are opposing. Initial cross-coupling induced by N′δas is reduced by N′p
as the roll rate builds up. Exact cancellation takes place when µ = -1, resulting in a
zero rudder requirement for steady rolling.
582
MIL-STD-1797A
APPENDIX A
Control cross-coupling effects are obviously not a factor when N′δas L ′δas ( r&o p& o ) is small. This may
occur when the basic control cross-coupling is negligible or with augmentation systems that result in ideal
crossfeed, YCF, having denominators of higher-order dynamics than numerators (e.g., the augmented
N′δas is Zero). When N′δas L ′δas is identically zero, for unaugmented conventional aircraft the required
aileron-rudder crossfeed takes the form
N′δrp ( )[ (
− N′p − g / U0 s + (g / U0 )N′r N′p − g / U0 )]
′ =
YCF
L ′δrp
⋅ YCF =
(
s s + 1 Tβrp ) (13)
The Bode asymptotes are shown on figure 251. The rudder magnitude required to coordinate mid-
frequency and high-frequency aileron (wheel) inputs is seen to be dependent on the roll cross-coupling,
g/U0- N′p , whereas low-frequency rudder requirements are dependent on N′r . The required rudder shaping
has the characteristics of a rate system (ramp δrp to step δas input) at low and high frequency. Accordingly,
aileron-rudder shaping per se is not the essence of the problem, which reduces instead to concern with
the general magnitude of the required rudder crossfeed.
From figure 251 it is seen that g/U0 - N′p provides a good measure of such magnitude; and, in fact,
correlation of pilot rating data (for N′δas L ′δas < 0 03) with g/U0 - N′p is quite good. However, difficulties
associated with estimating an effective g/U0 - N′p for augmented airframes present practical problems
which make this parameter somewhat unattractive. Also, for configurations with 1/Tβas as close to 1/Tβrp
the effects due to N′r (see figure 251) can be important. A more general approach is to compute a time
583
MIL-STD-1797A
APPENDIX A
history based on a unit step aileron stick input into YCF;. Physically, this represents the required rudder
magnitude for coordination of a unit step aileron control input; that is (from Equations 5 and 6):
N′δrp
δ ′rp = YCF
′ δ as = δ rp (14)
L ′δas
Utilizing the same response time considerations as in the computation of µ, δ′rp (3) is suggested as the
correlating parameter when N′δas L ′δas is small or when the denominator of YCF is of higher order than the
numerator. What specifically constitutes a small value of N′δas L ′δas has proven to be somewhat difficult to
quantify. Reasonably good correlations were found by plotting the N′δas L ′δas < 0.03 pilot ratings versus
δ′rp (3) as shown on figure 252. More recent experience in utilizing the parameter has revealed that
N′δas L ′δas < 0.07 results in better correlations. When N′δas L ′δas is between 0.03 and 0.7, both figure 247
and table XLIV should be checked and the most conservative result utilized.
In summary, δ′rp (3) is calculated by obtaining the response of a unit step input into the transfer function
YCF (Equation 3) at t = 3 sec. This result is multiplied by N′δas L ′δas as to give δ′rp (3).
584
MIL-STD-1797A
APPENDIX A
NUMBER OF
TYPE OF DESCRIPTION TOTAL NUMBER OF POINTS
AIRCRAFT OF SIMULATOR REFERENCE DATA POINTS MEETING
SIMULATED GROUND RULES
Executive jet and Variable stability T-33 AFFDL-TR-70-145 84 16
military Class II
STOL Variable stability Systems Tech Inc., 109 30
helicopter WP-189-3
General aviation Variable stability FAA-RD-70-65 Part 26 6
(light aircraft) Navion 2
Jet fighter- carrier Variable stability Princeton Univ 36 22
approach Navion Rpt 797
Space Shuttle 6 DOF moving- base NASA CR-2017 52 52
vehicle
STOL 3 DOF moving-base FAA-RD-70-61 8 7
It is significant that the pilot rating correlations are not dependent on the type of aircraft and in fact are
shown to be valid for vehicles ranging from light aircraft to fighter, STOL, and Space Shuttle
configurations. This result indicates that good heading control characteristics are dependent on a
fundamental aspect of piloting technique (aileron-rudder coordination) and that such factors as aircraft
size, weight, approach speed, etc. can be neglected for all practical purposes. It is felt that the invariance
of ratings with aircraft configuration is related to the pilot’s ability to adapt to different situations and to rate
accordingly. Finally, the excellent correlations of pilot ratings with the aileron-rudder crossfeed
characteristics indicate that the required ruder coordination is indeed a dominant factor in pilot evaluation
of heading control.
585
MIL-STD-1797A
APPENDIX A
The rudder shaping parameter is attractive as a heading control criterion because the handling quality
boundaries are easily interpreted in terms of pilot-centered considerations. Its shortcoming is centered
about determining parameter values.
A review of the data sources for figure 253 indicates that the requirement as devised is applicable
primarily to low-speed flight, and especially to Category C (approach and landing) Flight Phases. Large
N′δas or N′p , however, are unlikely at high speed. Further work is necessary in this area to determine any
refinements for the other Categories. However, since low-speed flight with a high-gain lateral task defines
the most extreme condition for control coordination, the requirement of figure 247 covers the worst cases.
REQUIREMENT LESSONS LEARNED
Figure 254 (from Systems Technology, Inc., TR-1090-1) compares the rudder shaping parameter for
several aircraft with the figure 247 requirements. Available pilot rating data for the F-111 with and without
adverse yaw compensatory (AYC) support the boundaries. The pilot ratings are from Systems
Technology, Inc., TR-199-1, where it is stated that “the F-111B without the adverse yaw compensatory
lies in an unacceptable region ....[The] rudder sequencing criteria...for the F-111 B with and without
AYC...are in agreement with the actual ratings it received.”
2. Formulate YCF by taking the ratio of the β/δas and the β/δrp transfer functions. For augmented
(
aircraft the transfer functions must include the effects of augmentation: YCF = Nβδ
as
Nβδ
rp
)
aug
.
3. Remove all roots greater than 6 rad/sec in pairs, keeping the relative numerator and
denominator order of YCF constant. Roots above 6 rad/sec that do not occur in pairs are left
unmodified. Set the high-frequency gan of YCF equal to unity (as in equation 12).
586
MIL-STD-1797A
APPENDIX A
587
MIL-STD-1797A
APPENDIX A
4. Calculate δrp(3) from the time response of YCF (as modified by step 3) to a unit step input, i.e.,
δrp(3) = l -1{(1/s)YCF(s)} evaluated at t = 3 sec.
5. Calculate µ as: µ = δrp(3) - 1 and plot on figure 247.
1. Calculate the magnitude at t = 3 sec. of the time response of YCF (from Step 2) to a unit
step input
588
MIL-STD-1797A
APPENDIX A
2. Multiply the result by N′δrp L ′δas , i.e., δ′rp (3) = YCF(3) ⋅ N′δrp L ′δas
7. If 0.03 < N′δas L ′δas ≤ 0.07, utilize the more conservative result from steps 5 and 6.
8. If the configuration does not meet the requirements, see figure 249 and table XLVII to
determine the type of expected piloting problems.
9. In the end, the transfer functions should be identified from flight data.
VERIFICATION GUIDANCE
The flight testing to obtain ∆β and φt command should cover the range of operational altitudes and service
speeds. As with roll rate oscillations (4.5.1.4), the critical flight conditions for compliance with this
requirement should in general become apparent during the roll performance testing of 4.5.5.1. The most
important flight conditions for compliance demonstration of either alternative are those with low |φ/β|d, less
than 6.
An approximation for |φ/β|d is
( ) ( )
12
φ L ′β + YβL ′r 2 + 2ζ d ωdL ′r L ′β + YβL ′r + ω 2dL ′r 2
≈
[ ]
≈
β ω 2
L ′ 2
+ 2ζ ω L ′ + ω 2
d d p d d p d
12
2
1 − ρgb C
1 k 2 C′l β C′
CL − 1 C′n l r + ρgb C′l
r C′
+ 2 C′nr − 2z
k 2z C′l β 1 2k 2 p C′l 2 C′
y nβ
4( W / S) β
2k z k x C′nβ β 8 ( W / S )k z lβ
z
k 2x C′nβ 2 k 2z C′l β C′l p ρgb k 2z C′l p
2
1 − ρgb k z C yβ
1
+ 2 C′nr − 2 CL −
1
C′np +
4( W / S) k 2x 2k z k x C′nβ 1 2k 2z C′n
β 8( W / S) k x C′nβ
2
VERIFICATION LESSONS LEARNED
589
MIL-STD-1797A
APPENDIX A
590
MIL-STD-1797A
APPENDIX A
The crosswind specified herein will affect not only this requirement, but also the asymmetric thrust
(4.6.5.1), roll control power (4.5.6 and 4.5.8.3), and force (4.5.9.5.3), yaw control power (4.6.6.1) and
force (4.6.7.4) requirements, all of which should be reviewed at the same time. In addition, the identical
requirement for the roll axis (4.5.6) should be considered.
The side-load capacity of the landing gear is normally intended to allow for the expected dispersion in
crab angle at touchdown, rather than to allow keeping much crab intentionally. Crosswind landing gear of
one sort or another is a design option, of course, but taxiing must not be made too difficult.
Both crabbing and sideslipping techniques have been used effectively for landing approach. With sideslip,
the aircraft heading with respect to the runway is small; with crabbing, a timely rudder kick (supplemented
if necessary by aileron) must reduce the crab angle to a small value at touchdown. Landing in a level,
crabbed attitude, the main-gear friction force gives a stabilizing, restoring moment for a nose-gear
configuration.
Appendix II of AFFDL-TR-69-72 presents a survey of wind data from which the values were derived.
While the “requirement could be relaxed to 25 knots and still achieve at least 99.5 percent operational
effectiveness,” specific airfields such as the Azores are more troubled by crosswinds. Also the values
given are averages over one-minute intervals (at about 15 feet height), taken hourly over a 5 to 10 year
period. “There are large time and space variations in wind speed and terrain features exert a large
influence "
The SAE ARP 842B crosswind is 30 percent of VS(L) or 40 knots, half of that when there are two failures
One Air Force meteorologist has commented that 35 knots is about as much crosswind as is ever seen.
591
MIL-STD-1797A
APPENDIX A
− δ a δ rp = C′l δ C′l δ
r a
so that
C′nδ C′l δ g
r&o = 1 − a r ⋅ ⋅ δr
C′l C′n k 2zbC L1
δa δr
592
MIL-STD-1797A
APPENDIX A
593
MIL-STD-1797A
APPENDIX A
594
MIL-STD-1797A
APPENDIX A
REQUIREMENT GUIDANCE
The corresponding MIL-F-8785C requirements are paragraphs 3.3.9, 3.3.9.1, 3.3.9.2, 3.3.9.3 and 3.3.9.4.
Recommended values for runway operation:
Minimum time delay: 1 second
Maximum path deviation during takeoff: 30 ft
Minimum speed, yaw controls free: 1.4 Vmin
Considering variations in pilot alertness to possible failure, 2 seconds may be a more representative time
delay. One second should be regarded as an absolute minimum. Also consult 4.1.11.4 guidance for
realistic time delay. For operation at forward bases, narrower runways may have to be a design
consideration in combination with the main-gear track.
This requirement contains portions of several paragraphs from MIL-F-8785C. It assures directional control
by the pilot under adverse conditions (i.e., crosswinds), and insures a match between upsetting yawing
moments due to asymmetric thrust and restoring moments from static directional stability. The
requirement for adequate control of the ground path insures that, following loss of thrust during the takeoff
run, the pilot can either safely abort or safely continue the takeoff. Similarly, the requirement insures that
following thrust loss after takeoff the pilot can safely go around or continue climbout. The intent is that
V0min(TO) normally should be set by other considerations and adequate control provided down to that
speed. Five degrees is about the greatest bank angle possible without significantly reducing the vertical
component of lift.
A requirement for turn capability, similar to FAR 25.147(c), addresses the need to ensure maneuvering
capability in airport environments to avoid obstacles that become a threat due to the heading change
likely incurred with the loss of an engine.
The requirement with rudder pedals free is intended to preclude the consequences of stalling the vertical
tail in case of an engine failure. Larger bank and sideslip angles generally will be needed.
4.6.6.2 has an additional requirement on a second propulsive failure. Related requirements on control
power and forces are 4.5.8.4, 4.5.9.5.5, 4.6.6.2, and 4.6.7.8.
Failure of any automatic compensation device is a consideration. A rational ground-rule would be to
include the probability of such failure in the calculations for 4.1.7.3 or 4.9.4 by assuming a probability of 1
that the critical engine failure occurs, and adding any failures which result in nuisance actuation of the
device.
REQUIREMENT LESSONS LEAR-NED
In B-1B flight testing it was found that other alternatives to the 5-degree bank angle limitation, such as
reducing the asymmetry or accelerating, were acceptable.
595
MIL-STD-1797A
APPENDIX A
Any limitations imposed by this requirement must be observed during the entire flight-test program,
including demonstration of compliance with performance requirements.
Generally, all the possible consequences of propulsion system failures must be considered. For example,
inlet unstart may cause a disturbance in all axes. Another kind of failure is represented by damage to
other parts of the aircraft caused by thrown turbine blades: for example, hydraulic lines should be routed
(or enough armor used) so that thrown engine, fan, or propeller parts cannot sever all hydraulic systems
needed for flight control (Analysis and simulation, rather than flight test, are of course in order for such
considerations). At high speeds, a structural limit may be the critical factor.
VERIFICATION GUIDANCE
Of primary importance in applying this requirement is choice of the most critical flight conditions. From a
safety-of-flight standpoint, the most sensitive airborne condition in most cases should be at VMC, the
airborne minimum control speed. The following excerpt from FAR Part 25 (paragraph 25.149) serves as a
reasonable guideline for designing for VMC:
(b) VMC is the calibrated airspeed, at which, when the critical engine is suddenly made
inoperative. it is possible to recover control of the airplane with that engine still
inoperative, and maintain straight flight either with zero yaw or, at the option of the
applicant, with an angle of bank of not more than 5 degrees.
(c) VMC may not exceed 1.2 VS with --
(1) Maximum available takeoff power or thrust on the engines;
(2) The most unfavorable center of gravity;
(3) The airplane trimmed for takeoff;
(4) The maximum sea level takeoff weight (or any lesser weight necessary to show
VMC)
(5) The airplane in the most critical takeoff configuration existing along the flight
path after the airplane becomes airborne, except with the landing gear retracted;
and
(6) The airplane airborne and the ground effect negligible; and
(7) If applicable, the propeller of the inoperative engine --
(i) Windmilling;
(ii) In the most probable position for the specific design of the propeller control;
or
(iii) Feathered, if the airplane has an automatic feathering device...
Except for some extreme wartime situations, aircraft operations will be limited to conditions deemed safe
in the event of an engine failure.
For equilibrium at any given bank angle φ, after a thrust change ∆T.
596
MIL-STD-1797A
APPENDIX A
C nδ C l δ C y δ C nδ C l δ C nδ C y δ C nδ
[ ]
− CL1 φ + C y ( ∆T ) 1 − a
C l Cn Cn
r
+ r
C n ( ∆T )1 − a
C l Cn
r
− C l ( ∆T )
Cl
a
−
C
a
C
r
δa δr δr
δa δr δa l δ a y δr
β=
C nδ C l δ C y δ C nδ C l β C y δ Clδ
C yβ 1 − a r
− C nβ r
1− a − a
Clβ − r
C nβ
C l Cn C nδ C l δ C nβ C l δ C nδ
δa δr r a a r
C yδ C nδ
− CL1 φ + r
C n ( ∆T )1 − a
C l ( ∆T )
C nδ Cl
r δa
≈
C yδ C nδ C l β
C yβ − r
C nβ 1 − a
C nδ C l Cn
r δa β
C nδ C l β C
− C nβ 1 − a β − C ( ∆T ) + nδa C ( ∆T )
C l Cn n
Clδ
l
δr = δa β a
C nδ C l δ
C nδ 1 − a r
r C l δ C nδ
a r
y T ∆T C yβ
− .0873( W / S) + ⋅ ⋅
b S C nδ C l β
C nβ 1 − a
C l Cn
δa β kt
VMC = 17.2 ⋅
EAS
C yβ C nδ
r
− C yδ δ
C C r rmax
C 1 − nδa l β
n β C l δ C nβ
a
with φ = 5 deg in the failed-engine-up sense (For φ = 0, delete the W/S term). Either force or deflection
limits may determine δrmax.
597
MIL-STD-1797A
APPENDIX A
C nδ C l ( ∆T )
1 − C C ( ∆T )
a
− C n ( ∆T ) l δa n
β=
C n* β C C
1 − nδ a l β
*
C l δ C n* β
a
C l* β
C n ( ∆T ) − C l ( ∆T )
C n* β
δa =
C n C *l
δa β
C l δ 1 − *
a
C l δ C nβ
a
C y δ C *l β C *yβ
1− C C* C y δ a − C * C nδ a
a
C*
1
C l ( ∆T )
sin φ = − C y ( ∆T ) + l δ a nβ yβ C ( ∆T ) + nβ
CL * C* n * C
1 1 − C nδ a C l β nβ 1 − C nδ a C l β l δa
C l δ C n* β C l δ C n* β
a a
where
C n* β = C nβ − C nδ C hrβ C hrδ
r r
C *l β = C l β − C l δ C hrβ C hrδ
r r
598
MIL-STD-1797A
APPENDIX A
599
MIL-STD-1797A
APPENDIX A
600
MIL-STD-1797A
APPENDIX A
q SbCn(δr, δa, β, δT, β& , P, R, α, m …) = IZ R& - Ixz ( p& + QR) + (Iy - Ix) PQ
601
MIL-STD-1797A
APPENDIX A
4.6.6.1 Yaw axis control power for takeoff, landing, and taxi.
The following requirements shall be met:
a. It shall be possible to taxi on a dry surface at any angle to a ______ knot wind.
b. In the takeoff run, landing rollout, and taxi, yaw control power in conjunction with other normal
means of control shall be adequate to maintain a straight path on the ground or other landing surface.
This applies to calm air and in crosswinds up to the values specified in 4.6.4, on wet runways, and on
_________. For very slippery runways, the requirement need not apply for crosswind components at
which the force tending to blow the aircraft off the runway exceeds the opposing tire-runway frictional
force with the tires supporting all of the aircraft's weight.
c. If compliance with (b) is not demonstrated by test under the adverse runway conditions of (b),
directional control shall be maintained by use of aerodynamic controls alone at all airspeeds above
______ kt.
d. Yaw axis control power shall be adequate to develop _______ degrees of sideslip in the
power approach.
e. All carrier-based aircraft shall be capable of maintaining a straight path on the ground without
the use of wheel brakes, at airspeeds of 30 knots and above, during takeoffs and landings in a 90-degree
crosswind of at least 0.1 VS(L).
REQUIREMENT RATIONALE (4.6.6.1)
This requirement defines yaw control power for operations on or near the ground, accounting for
expected crosswinds.
REQUIREMENT GUIDANCE
The related MIL-F-8785C requirements are paragraphs 3.3.7.1, 3.3.7.2, 3.3.7.2.1, 3.3.7.2.2 and 3.3.7.3.
Recommended values:
Wind speeds for taxi:
Class I aircraft: 35 kt
Class II, III, and IV aircraft: 45 kt
Minimum sideslip in power approach: 10 deg
Minimum controllable speeds with aerodynamic controls alone:
Class IV 50 kt
Others 30 kt
Other runways: snow-packed and icy runways
Application of this requirement as stated is straightforward; however, some caution should be exercised in
applying the crosswinds specified in 4.5.6, since actual crosswinds normally include unsteady gusts, and
designing to just meet this requirement might not leave a margin for safety in real crosswinds. The
crosswinds for taxiing are somewhat higher, since taxiing must be possible in any direction. The closely
related roll-axis requirement is 4.5.8.3. Also, see 4.6.4 Guidance.
602
MIL-STD-1797A
APPENDIX A
5.6.6.1 Yaw axis control power for takeoff, landing, and taxi-verification.
Verification shall be by analysis, simulation and flight test.
VERIFICATION RATIONALE (5.6.6.1)
As with all requirements on control power, it is desirable to show compliance through actual testing.
However, as with all crosswind requirements, suitable conditions can be difficult to find. Operation in
some level of crosswind that falls within the maximum specified in 4.5.6 should provide some indication of
trends. Careful analysis to extrapolate these results to the limits of this paragraph may then be accepted
in lieu of further testing.
VERIFICATION GUIDANCE
An aft center of gravity will put less weight on the nose gear, a consideration for nose-wheel steering. At
touchdown, since lifting forces are high, the landing-gear ground reactions may be low; thus it may be
necessary to depress the upwind wing as in a steady sideslip to achieve balanced lateral forces.
When lateral control is lost at lower speeds and it is no longer possible to hold the wings level, the
resulting lateral component of lift may cause a large unbalance of lateral forces. Although it may be
possible to maintain heading, the aircraft skids downwind. Application of upwind brake to counteract the
skidding may or may not be successful. A full analysis gets rather involved, but AFFDL-TR-65-218 gives
some simplified equations. Also, see 5.6.4 Guidance.
VERIFICATION LESSONS LEARNED
603
MIL-STD-1797A
APPENDIX A
604
MIL-STD-1797A
APPENDIX A
605
MIL-STD-1797A
APPENDIX A
606
MIL-STD-1797A
APPENDIX A
607
MIL-STD-1797A
APPENDIX A
608
MIL-STD-1797A
APPENDIX A
where
which can be solved to find β, δa and δr as functions of Φ, evaluating the aerodynamic and inertial
coefficients at the trim angle of attack corresponding to nz =
& cos θ / cos Φ. The right-hand side simplifies
for γ = 0. In any case the right-hand column consists of constants corresponding to Φ. Calling the right
hand column ( 0 C2 C3)T (neglecting Cyp and Cyr):
β=
gbC y δ sin Φ
r
2V 2 ∆
(C C2 nδ a − C3Clδ
a
)
δa =
gb sin Φ
2V 2 ∆
[C (C
2 y β C n δr − C nβ C y δ
r
) − C (C
3 y β C l δr − C l β C yδ
r
)]
δr =
gbC yβ sin Φ
2V 2 ∆
(C C3 l δa − C 2 C nδ
a
)
where
C nδ C l δ C yδ C C
∆ = C l δ C nδ C yβ 1 − a r −C r 1 − l β nδ a
a r C l δ C nδ n β
C nδ C nβ C l δ
a r r a
For a zero-sideslip turn, such expressions are not available. However, the difference in results will be
small. In a turn with ay = 0, sideslip is generally very small except at very low airspeed.
VERIFICATION LESSONS LEARNED
609
MIL-STD-1797A
APPENDIX A
610
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Although 4.6.7.3 limits the rudder pedal forces needed to maintain straight flight over this speed range,
pullouts may be a more severe test. This relaxed requirement is intended to assure controllability in
extreme cases. As for 4.6.7.3, the maximum pedal forces are much larger for propeller-driven aircraft
because of torque and slipstream effects. The recommended limits seem unreasonably high for female
pilots (see 4.6.7.4).
REQUIREMENT LESSONS LEARNED
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4.6.7.8 Yaw axis control force limits for asymmetric thrust during, takeoff.
The following requirements shall be met:
Takeoff run: During the takeoff run, to stay within the allowable path deviation of
4.6.5.1, yaw-control forces shall not exceed ______ lb.
Airborne: For the continued takeoff, to achieve straight flight following sudden
asymmetric loss of thrust and then maintain straight flight throughout the
climb-out, as in 4.6.5.1, shall not require a yaw control pedal force
greater than ______ lb.
REQUIREMENT RATIONALE (4.6.7.8)
Safe operation in the event of a propulsive failure is a critical consideration for multi-engine aircraft. Yaw
control force is one important aspect.
REQUIREMENT GUIDANCE
The related MIL-F-8785C requirements are paragraphs 3.3.9.1 and 3.3.9.2.
Recommended values:
Maximum yaw pedal forces: 180 lb for both takeoff run and airborne
This requirement is a companion to 4.6.5.1. The object is to insure that, following loss of thrust during the
takeoff run, the pilot can either safely abort or safely continue the takeoff and climbout without losing
directional control.
Again, 120 lb may be a more satisfactory, safer upper limit considering the capabilities of the entire pilot
population. Pending further data, that limit (as in FAR Part 23 for prolonged operation) might be used
here.
REQUIREMENT LESSONS LEARNED
5.6.7.8 Yaw axis control force limits for asymmetric thrust during takeoff-verification.
Verification shall be by analysis, simulation and flight test.
VERIFICATION RATIONALE (5.6.7.8)
Verification should be accomplished during demonstration of compliance with 4.6.5.1.
VERIFICATION GUIDANCE
See 5.6.5.1 guidance. With the aircraft configured at its lightest weight, simulated engine failures during
takeoff must be performed in the conditions specified. Simulation is not recommended for ultimate
verification of compliance with the ground roll portion of this requirement because of the known problems
with developing an accurate landing gear model.
VERIFICATION LESSONS LEARNED
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4.6.7.9 Yaw axis control force limits with flight control failures.
The change in yaw control force required to maintain constant attitude following a failure in the flight
control system shall not exceed ________ lb for at least 5 seconds following the failure.
REQUIREMENT RATIONALE (4.6.7.9)
Limits must be placed on the maximum force to counter the yaw trim change after a failure of any portion
of the primary flight control system.
REQUIREMENT GUIDANCE
The related MIL-F-8785C requirement is paragraph 3.5.5.2.
Recommended value:
Maximum yaw control force: 50 lb
It seems reasonable to state a time limit during which this requirement applies. Zero to two seconds
generally should be a rational range of times for the pilot to react (whether he is set for the failure or taken
unawares), and it should be possible to retrim after 5 seconds.
REQUIREMENT LESSONS LEARNED
5.6.7.9 Yaw axis control force limits with flight control failures-verification.
Verification shall be by analysis, simulation and flight test.
VERIFICATION RATIONALE (5.6.7.9)
Where safety considerations preclude flight testing for verification, simulation is a suitable alternative. See
the 5.6.5.2 discussion.
VERIFICATION GUIDANCE
All failures investigated in accordance with section 4.1.7 need to be examined, at the most critical flight
conditions.
VERIFICATION LESSONS LEARNED
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617
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APPENDIX A
4.7 Flying qualities requirements for the lateral flight path axis
REQUIREMENT GUIDANCE
The related MIL-F-8785C requirement is paragraph 3 4.11.
Recommended values (Part a): There are no data of sufficient quality upon which to set a lower limit on
lateral position bandwidth. Until the required data become available, the following qualitative requirement
should be applied: Lateral translation response to control inputs shall be acceptable to the crew in
performing the mission tasks.
Recommended values (Part b) It is recommended that it should be possible to generate at least 4 deg of
sideslip at the flight conditions where lateral translation is to be utilized. Analysis and simulation of task,
performance may yield a better-suited value.
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MIL-STD-1797A
APPENDIX A
Recommended values (Part c): If conventional cockpit controls are to be used as the DFC controller, the
requirements for these controls provide some guidance, i.e., 4.6.7 for rudder pedals and 4.5.9 for stick.
Part d requirements are for the pilot's restraints. From the references cited, 0.5g is about the maximum
tolerable lateral acceleration without special restraints.
The rationale for using a bandwidth criterion for DFC modes is given in the discussion of 4.6.1.3.
Procedures to be followed in applying the bandwidth criterion are given there.
SUPPORTING DATA
The only supporting data available are the F-16 CCV (AIAA Paper 77-1119) and two configurations flight
tested in AFWAL-TR-81-3027. The AFWAL-TR-81-3027 data are shown below in table L. Unfortunately,
the control sensitivities were not optimized, which tended to obscure the results. Hence it was not
possible to define specific limits on bandwidth for the lateral translation mode. However, the results are
presented here to provide some insight.
Configuration LT1Y was developed to test the bandwidth hypothesis by increasing the inherent bandwidth
of Configuration LT1 via favorable yaw coupling. Unfortunately, the control sensitivities were not
systematically varied for the LT1Y configuration. A review of the pilot comments indicated that the primary
deficiency of the LT1Y mode was the jerky or abrupt nature of heading changes to CCV control inputs.
Such comments are typical for aircraft with excessive control sensitivity, and the evaluation of
Configuration LT1Y cannot be confidently ascribed to its dynamics or compared directly with
Configuration LT1. The scatter in pilot ratings for LT1Y in table L is probably a measure of the degree to
which each pilot objected to excessive control sensitivity.
The F-16 CCV lateral translation mode was simply a decoupling of axes so that pure translation resulted
from DFC inputs. From AFWAL-TR-81-3027 (page 13) the lateral velocity response for a perfectly
decoupled aircraft is
y& Yδ SF
=
δDFC s − Yv
It follows that the basic response of the lateral translation mode is limited by the inverse time constant Yv,
which tends to be a small number, on the order of 0.2 to 0.3 for contemporary aircraft (0.25 for the F-16 at
the test condition). Physically this means that even with perfect decoupling the lateral translation mode
could require a special piloting technique due to a tendency for the aircraft to continue drifting laterally for
a time upon release of the CCV control. An example of this is quoted below from AIAA Paper 77-1119
(CCV Flight No. 38-F16):
A technique not previously evaluated using lateral translation involves reversing the Aft
command before the original side velocity had coasted to a stop, thereby providing
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5.7 Flying qualities requirements for the lateral flight path axis-verification
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but not to exceed the structural roll angle limit applicable to the normal load factor.
The roll angle restrictions mentioned in this requirement are the structural design limits, as for example in
MIL-F-8861.
The dynamics of the pitch and yaw coupling associated with rapid rolls are complex and nonlinear. In
general, the dynamics involve interactions among the aircraft inertia properties, its aerodynamic
properties, and the kinematics of the rolling motion; coupling is more severe the more the mass is
concentrated along the fuselage. The cross-axis coupling phenomena related to flight near or beyond stall
are treated in 4.8.4.
It should be noted that inertial pitch/roll coupling may set the pitch control power requirements on the
aircraft. This is especially true for Class IV aircraft, on which very high roll rates are common, or where
reduced static stability is employed in the longitudinal axis, as with the F-16.
The so-called stability-axis yaw damper (in which body-centerline-axis r - pot is fed back to the rudder)
reduces the adverse sideslip in high-angle-of-attack maneuvering, thus minimizing aerodynamic coupling;
but thereby it increases roll rate and with it the pr and p2 inertial coupling terms in the pitch axis, viz:
q& =
Iz − Ix
Iy
I
( ) 1
pr + xz r 2 − p 2 + M aero
Iy Iy
622
MIL-STD-1797A
APPENDIX A
Use of such augmentation requires a compromise between allowable sideslip and inertial coupling.
Moreover, Ixz is generally significant in stability (flight-path-oriented in the steady state) axes but zero (by
definition) in principal axes. Thus rolling about the flight path rather than the principal x axis influences
another term to aggravate pitch coupling. Nevertheless, stability-axis rolling has been found helpful. So
have increased directional stability and yaw damping. Analysis and simulation should indicate the best
combination of stability augmentation.
From the sketch, the inertial pitching moment of the mass element is
∆M = -(p2z ⋅ ∆m) ⋅ x = -p2 ⋅ xz ∆m
Integrating over the principal x axis, M = -Ixz p2.
REQUIREMENT LESSONS LEARNED
It has sometimes been difficult to meet both this requirement and the roll performance requirement, to the
extent that a fix for inertial coupling adopted during the flight-test phase was to severely limit the roll
control power. This, of course, has a detrimental effect on a fighter's air combat capability. Thus, early
design attention is in order.
This requirement should be coordinated with the structural specifications. In one instance, flying qualities
predictions indicated good roll performance in 360-degree rolls at high load factor. However, the
structures group did not know of this requirement and only designed the structure for 1-g, 360-degree
rolls. It was pointed out that 360-degree rolls at high g were required for various combat maneuvers.
During prototype evaluation of the YF-16 Lightweight Fighter, coupled loss of control was encountered on
two separate occasions. According to AFFTC-TR-75-15, “Lateral performance at low dynamic pressure
was sufficiently high that roll and yaw rates could be generated which produced a nose-up pitching
moment that could not be controlled by full trailing-edge-down elevator."
AFFTC-TR-75-15 concludes:
The most significant conclusion and recommendation concerning the handling qualities of
the YF-16 deal with coupling: A potential for loss of control due to inertial pitch/roll
coupling was predicted after the completion of stabilator saturation tests conducted
during the High Angle of Attack test phase. The potential was later inadvertently,
demonstrated during the air combat maneuvering evaluation. The single spin of the flight
test program was also coupling-related. Considering the production potential of the
design, it is significant that. (1) two coupled departures were experienced during the
prototype program, and (2) both occurred during controlled evaluations flown by highly
qualified and experienced pilots. The deficiency represents a serious hazard to the safe
operational use of the aircraft. The YF-16's potential for inertial pitch/roll-coupled
departures should be eliminated even though its occurrence is associated with the outer
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APPENDIX A
portions of the useful flight envelope. The flexibility afforded by the electronic flight control
system should be fully explored as an alternative to more complicated and costly means
of correcting the deficiency. A reduction in the roll rate available to the pilot at high angles
of attack should be considered. External aerodynamic configuration changes should be
made to eliminate the potential for inertial pitch/roll coupling only if the deficiency cannot
be corrected by modification of the flight control computer.
This last AFFTC recommendation must be taken as a concession, after the fact, to expediency. While the
control laws can be changed more easily than the aerodynamic configuration, their effectiveness here is
severely limited by available control authority and rate (see 4.1.11.5 REQUIREMENT GUIDANCE). Also,
increasing control law complexity generally creates additional time lag which may cause piloting
problems.
( ) 2 2 2 2
ω2 − b k z − k x p 2 ω2 − k y c b − k x p 2
2 2
sp
c 2 k 2y
c r d
k 2z
c r
+
gρV
2 2
4( W / S)k y k z
C mq + 2
b2 2
2
( )
[ ( )( )]
k z − k 2x C yβ C nr − 2 k 2y c 2 b 2 − k 2x C L α + C D p c2r = 0
c
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MIL-STD-1797A
APPENDIX A
−g C mα gρ c
ω 2sp ≈ + C mq
C L1 k 2y c C L α + C D 4( W / S)
g gρb
ω 2d ≈ C nβ + C y β C nr
C L1 k 2z b 4( W / S)
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627
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APPENDIX A
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VERIFICATION GUIDANCE
The key to applying this requirement is in definition of normal maneuvers. Such maneuvers should be all
maneuvers required by the missions defined for the aircraft, including training.
VERIFICATION LESSONS LEARNED
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APPENDIX A
Typically Class I aircraft have much lighter wing loadings than the rest; and most are designed to meet
FAA regulations (FAR Part 23), then adapted for military operations; so high-α flight is looked at
differently for their usage. Similarly, due to the very large inertias and limited maneuvering of Class III
aircraft in all axes, high-α departures or large uncommanded motions are not structural design
considerations, so vehicle design should assure that such maneuvers are not likely to be encountered.
The major concern for departures and spins (4.8.4.3) is therefore Class IV aircraft.
Table LI (from AFWAL-TR-81-3108) summarizes pilot opinions on the high-α characteristics of several
modem Class IV airplanes. In terms of design philosophy AFWAL-TR-81-3108 concludes that there are
three separate schools of thought: aerodynamic dominance (e.g., the F-5), balanced aerodynamics and
flight control system (F-15), and flight control system dominance (F-16). The military using agencies
“expressed views advocating specification- and design-restraint...High-α flying quality specification
requirements should not dictate aircraft configuration, flight control system complexity, or even overly
compromise primary mission performance." Despite this desire, recent designs (F-15, F-16, F-18, F-20 for
example) owe some of their prominent external configuration features, considerable control system logic,
or both, to high-α considerations. These features were deemed necessary just to avoid excessive
occurrences of loss of control.
The high-α requirements are essentially unchanged from MIL-F-8785C.
The reader is referred to AFWAL-TR-81-3108's excellent summary for additional references and more
detail on high-angle-of-attack requirements, characteristics and criteria.
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TABLE LI. Digest of pilot comments on specific aircraft high-AOA flying characteristics (from AFWAL-TR-81-3108).
F-4E Excellent Reduced adverse yaw α: Buffet (good, Roll SAS turned off
(Leading Better separation between CLmax and Departure resistant steady,
edge slat) departure α Roll departure increase)
Less roll rate capability Somewhat unpredictable at very high α Aural tone
Use aileron and rudder to roll Recovers quickly Stick position
V: Buffet increase
Stick force
Opt. Turn: Aircraft buzz
F-5E Excellent Departure resistant α: Buffet No roll rate CAS
Can point aircraft at very low speeds Rudder-induced high yaw rate Stick position Full aft stick – max α
Never worry about α Difficult to recover V: Flap horn Centerline stores degrade
Lose aileron roll power – must use Opt. Turn: Buffet stability significantly
rudder maneuvering
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APPENDIX A
TABLE LI. Digest of pilot comments on specific aircraft high-AOA flying characteristics
(from AFWAL-TR-81-3108). - Continued
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APPENDIX A
A critical design review of the departure and spin characteristic should be performed using pilots who
represent the contractor and the procuring agency in a manned simulation program. Prior to CDR, the
contractor should submit an evaluation plan, to be approved by the procuring activity, that:
a. Indicates the range of aircraft gross weights/center-of-gravity positions, and aircraft normal and failure
states associated with each flight phase.
b. Specifies maneuvers and control inputs to be evaluated for each flight phase. The control inputs
evaluated should be broadly classed into four techniques:
(1) Ordinary control inputs
(2) Misapplied control inputs
(3) Consecutive misapplied control inputs
(4) Pro-spin control inputs (optional)
It shall be tailored to the Class and structural design criteria of the aircraft. MIL-S-83691 gives guidance
Aerodynamic data should be of sufficient quality and quantity to recognize at least the initial
characteristics of divergence and spin. The piloted simulation shall address the maneuvers associated
with each flight phase, with some extra simulation time allotted to the pilots to allow them to evaluate
entry maneuvers not covered by the plan.
Prior to flight-test evaluation of departure and spin characteristics, installation of a recovery system on the
flight test aircraft is recommended. In particular the recovery system should be installed such that it does
not snag on the control surfaces, regardless of control surface deflection during or after deployment
jettison.
A flight test plan similar to the one used for simulation will be submitted before initiation of flight test.
Throughout flight test, frequent procuring-activity/contractor coordination meetings should be held to
review results to date and determine the safest course to achieve program objectives. The initial flight test
evaluation should include a careful buildup to the maneuvers of Technique (1) (ordinary control inputs) in
addition to those maneuvers necessary to define stability derivatives and calibration of the air data
sensors. After evaluation of Technique (1), a careful buildup test to positive and negative angles of attack
and sideslip in excess of planned production limit settings is needed to verify and define stability
derivatives. The simulator aerodynamic data, sensor effects, and subsystem effects (e.g.,
hydraulic/electrical power) should be updated. Continued piloted simulations should be performed to
evaluate departure characteristics for Technique (2) control inputs (misapplied control inputs) and for
Technique (3) control inputs (the effects of consecutively misapplied control inputs). The effects of
Technique (2) control inputs should then be test flown. The results of flight-test and updated simulation
results should be utilized for system refinement and pilot handbook information. After completion of the
departure phase of the F- 15 program, a spin recovery program was initiated using Technique (4)
maneuvers.
VERIFICATION LESSONS LEARNED
On the F-15 and some other aircraft for which vortices off the nose are prime contributors to the high-α
characteristics, the flight test nose boom had a marked effect on departure. External stores and store or
internal fuel asymmetries have also been found to influence some aircrafts' high-α characteristics
significantly.
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636
MIL-STD-1797A
APPENDIX A
swords; they inflexibly protect the aircraft (and crew) from inexperienced or inept piloting at
the cost of an (arbitrary) imposed safety margin. In so doing they become a pilot equalizer
and make aircraft maneuvering performance predictable to the enemy. Finally, protective
limit requirements generally vary with aircraft loading (external or internal) and therefore to
be effective entail considerable complexity.
REQUIREMENTT LESSONS LEARNED
Pilot comments on the cues available in several fighter airplanes are summarized in table XLVIII.
Additional information on the F/A-18A at high angles of attack (“F/A-18A High Angle of Attack/Spin
Testing") shows that it has inadequate buffet and natural stick force cues, though an α feedback in the
control augmentation system provides a good artificial stick force cue. A warning tone is also employed.
Artificial warnings have proven to be inadequate on many aircraft. AFWAL-TR-81-3108 discusses the
F/FB-111 in particular:
It was designed to have (and does have) the very best flying and ride qualities throughout
its operational flight envelope. It is described as the Cadillac of military aircraft. This is
accomplished largely through the incorporation of:
High-gain/authority command augmentation systems
Maneuver enhancement devices (automatic configuration changes)
Automatic series trim
As a result, the flying qualities pertaining to stick force, stick position, and aircraft motion
remain essentially invariant until stall or departure occurs. There is little buffet and even
this does not change appreciably with AOA. Thus, the aircraft suddenly falls off a "cliff."
Three artificial cues -- a stick shaker, a horn, and panel lights -- are provided which
activate at 14 deg AOA, well below the departure AOA of 20-21 deg. However, these
have met with little success in preventing stalls and loss of control. A control system
modification is now being retrofitted which will restore the needed stick force/position
cues.
The FB-111 control system modifications include a stall inhibitor, a sideslip reducer, and an increase in
stick force cues as the angle-of-attack limit is approaches. This system can be defeated at low airspeed
by various combinations of control inputs.
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4.8.4.2 Stalls.
Stall is defined according to 3.4.2 (VS) and 3.4.5 (αS). The stall requirements apply for all Aircraft Normal
States in straight unaccelerated flight and in turns and pullups with attainable normal accelerations up to
nL. Specifically to be evaluated are: _____________. Also, the requirements apply to Aircraft Failure
States that affect stall characteristics.
REQUIREMENT RATIONALE (4.8.4.2)
This introductory statement specifies the conditions to be considered in applying the stall requirements of
4.8.4.2.1, 4.8.4.2.2, 4.8.4.2.3 and 4.8.4.2.4.
REQUIREMENT GUIDANCE
The related MIL-F-8785C requirement is paragraph 3.4.2.1.
Recommended wording: the Aircraft Normal States associated with the configurations, throttle settings
and trim settings of the VS and αS definitions; and the effects of loadings (4.1.1) and external stores
(4.1.3). For Class I and IV aircraft, include inverted stalls.
The subparagraphs that fall under this statement contain qualitative and quantitative requirements
pertaining to the stall. As AFWAL-TR-81-3109 concludes, stall classically corresponds to maximum lift
coefficient, that is, CLα = 0, but other accepted indicators of stall or maximum usable lift are also possible
uncommanded motion in pitch, roll or yaw, or intolerable buffeting. Consonant with deletion of specific
rules for establishing the Permissible Flight Envelope, MIL-F-8785C deleted mention that VS and αS may
be set by conditions other than aerodynamic flow separation. Although the contractor may set the low-
speed bound of the Permissible Flight Envelope arbitrarily, there is no need to state that here Regardless
of the boundary location, we would expect full stalls to be demonstrated if attainable -- not just for
engineering satisfaction, but because in our experience the possible will occur. Note that, according to
4.8.4.1 and 4.1.8. adequate warning is required for both stalls and other dangerous flight conditions. That
would include limits of the Permissible Flight Envelope, however they may be determined.
In terms of stall speed, aircraft performance is to be evaluated with respect to the stall speed or minimum
permissible speed defined by flying qualities.
REQUIREMENT LESSONS LEARNED
The definitions of stall (3.4.2 and 3.4.5) include occurrence of "uncommanded pitching, rolling, or yawing."
This also is a characteristic of (undesirable) departure. The difference between the two generally involves
the energy state. The higher the energy state, the larger and more rapid the uncommanded motion. If
uncommanded pitch, roll, or yaw defines both stall and departure, then some rate-of-motion boundary
should be established between the two. At present there is insufficient information to define such a
boundary except for the allowable "stall" excursions.
Abrupt uncommanded rolling or yawing could be especially critical in accelerated flight, where it is
possible to pull rapidly through any stall warning or g-break, and into a departure. On the other hand, the
wings of some current fighter designs exhibit no distinct "g-break" -- only progressive deterioration in drag
and lift, with CLα, remaining positive, as angle of attack continues to increase at full-scale Reynolds
number. To penalize such designs seems unwarranted.
F/A-18 flight testing has shown that, in the absence of high-angle-of-attack natural airframe buffet, stick
force. stick position or both are the desired (but still not entirely adequate) warning cues. A sharp increase
in the stick force per degree α gradient at 22 deg (stall occurs at approximately 34 deg α, true) provides
an acceptable high-α warning during normal maneuvering, but it does not provide the necessary pilot
awareness of high or during aggressive maneuvering that can generate high pitch rates and undesirable
α overshoots. An audio warning tone triggered at 35 deg α was also found to be unacceptable during
aggressive maneuvering in that it did not provide pilot awareness of the aircraft's et and rate of change of
α when tactically maneuvering below the warning tone threshold, specifically in the 20- to 30-deg α
region. In general, F/A- 1 8 test experience supports the guidance with respect to preferred stall warning
638
MIL-STD-1797A
APPENDIX A
cues (namely, stickforce/position) when natural airframe buffet warning cues do not provide adequate
stall warning.
5.8.4.2 Stalls-verification.
Verification shall be by analysis, simulation and flight test.
VERIFICATION RATIONALE (5.8.4.2)
Due to the extremely nonlinear nature of stalls and stall warnings, final verification must be by flight test.
Inaccurate knowledge of both aerodynamic nonlinearities and pilot acceptance criteria limit the
confidence engendered by anything less than full-scale flight evaluation of stall characteristics. For this
flight evaluation, MIL-S-83691A rightfully emphasizes control use and abuse representative of the most
expected in service operation, with a careful buildup.
With adequate buildups, 4.8.4.2 - 4.8.4.2.4 will be flight-verified concurrently, in the same test series.
VERIFICATION GUIDANCE
The configurations, throttle settings and trim settings of 3.4.2 and 3.4.5 may be specified for investigation.
Stalls should be performed with both gradual and rapid entries.
VERIFICATION LESSONS LEARNED
639
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APPENDIX A
Accelerated stalls:
MINIMUM SPEED FOR MAXIMUM SPEED FOR
FLIGHT PHASE ONSET ONSET
Approach 82% of CLstall 90% of CLstall
Even where the Operational and Service Flight Envelopes coincide, as they may at the low-speed
boundaries, there should be sufficient margin from stall that warning should still be required to occur
outside the Operational Flight Envelope.
A requirement limiting uncommanded oscillations [as in part b] is quite subjective: one pilot may want no
uncommanded motion associated with approach to stall; while another might consider some such motion
a necessary evil or even a cue of occasional value, and so find oscillations acceptable. The results of the
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piloted simulation of AFWAL-TR-80-3141 suggest that a noticeable "g-break” indicated stall while any
aperiodic uncommanded motion (in any axis) of greater than 20 deg/sec signified departure. A suggested
wording is “be so severe as to require the pilot's full attention to retain control in the maneuver.”
For part d the recommended wording is, "buffeting or shaking of the aircraft, shaking of the cockpit
controls, or both."
The accelerated-stall margins are in terms of CLstall, as in MIL-F-8785C. They correspond to the airspeed
stall margins for unaccelerated flight. That was a change from Interim Amendment-1 (USAF), which used
angle-of-attack margins in recognition of the very shallow lift-curve slope characteristic of low-aspect-ratio
and swept wings in the stall approach region: our CL margin corresponds then to a rather wide of margin,
thus tending to restrict the usable angle of attack range more than may be necessary. Nevertheless, upon
reflection we were convinced that (a) accelerated-stall warning requirements must be consistent with
those for unaccelerated stalls (for which an airspeed margin is both rational and well accepted); and (b)
the large ∆α doesn't provide enough extra lift to warrant more special consideration. For fighter pilots who
want to extract that last bit of g from their aircraft in a dogfight or dive pullout, the required progressive
warning should help. Perhaps it could be supplemented by a tone or some other indication of nearness to
stall angle of attack.
With limited aerodynamic design capability and inadequate data on pilot desires, more detailed
specification of stall warning margins seems unwarranted. However, gaining pilot acceptance of dynamic
stall warning may require some additional tailoring of the aircraft. Possibly the warning range desired for
accelerated stalls would be mission-dependent (for example, air-to-ground vs. air-to-air), considering the
average altitude available for recovery, the rapidity of speed bleedoff for the vehicle/weapon
configuration, and departure susceptibility/severity. Data are insufficient to establish such mission-
dependent criteria, and implementation on aircraft would be difficult, so the requirements of MIL-F-8785C
have been retained.
REQUIREMENT LESSONS LEARNED
Adequate, timely warning is of paramount importance if the stall/post-stall characteristics are less than
satisfactory. But even if there is an effective stall limiter, a pilot needs a readily perceived indication of
approaching an aircraft limit.
See AFWAL-TR-80-3141 for more accounts of experience.
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Suitability of the warning should also be evaluated in operational conditions. Beyond low subsonic
speeds, VS and αS are functions of Mach number.
VERIFICATION LESSONS LEARNED
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643
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recovery sequence is to set the aircraft nose on the horizon, add full power, and wait for
the aircraft to regain flying speed. The preferred metric is the dwell time between
recovery initiation and regaining of flight speed. Altitude lost due to settling is less than
that due to a diving recovery.
(This preference obviously depends on the drag characteristics at stall angle of attack.) The technique
described is consistent with training procedures used for civil transport aircraft. For example, "Out of a
Spin" describes the stall series used in 747 training and recurrent checks:
... a V ref (final approach) speed is computed for the landing weight and a bug positioned
next to this number on the airspeed gauge . The first stall is made clean with wings level,
the next in a 20-degree bank with 10 degrees of flaps, and the third straight ahead with
the gear down and landing flaps (30 degrees). In each exercise the engines remain spun
up but at low thrust settings. These configurations approximate those seen in near-airport
maneuvering.
The recovery from each is the same: at buffet or stick shaker, apply go-around thrust,
lower the nose to five degrees above the horizon, and level the wings. When properly
executed, the 747 will resume normal flight with little or no loss of altitude. Rough
handling ensures a secondary buffet or shaker, or both, and substantial altitude loss.
644
MIL-STD-1797A
APPENDIX A
645
MIL-STD-1797A
APPENDIX A
AGARD-CP-260 shows that for three Class III airplanes (S-3A, L-1011 and C-5A) maximum nose-down
pitch acceleration at the stall was less than or equal to 0.08 rad/sec2 for 90 percent of the stalls. It
therefore suggests that a pitch recovery criterion could be that the pitch control produce &θ& > 0.08
rad/sec2 at stall.
During stall testing of the F-16A/B with aft c.g, pitch-up to an upright deep stall was encountered,
requiring a spin parachute for recovery. Figure 255 shows a time history of a deep stall. Analysis of the F-
16 flight control system suggests that the deep stall condition may have been aggravated by anti-spin
stability augmentation (SAS, figure 256) which is activated at α ≥ 29 deg, combined with a longitudinal
stick gain to remove the pilot from the loop. Figure 255 shows the point at which the anti-spin SAS
became active (t = 10 sec, δF is differential flaperon deflection). A lateral limit-cycle oscillation developed,
possibly caused by the anti-spin SAS, and cross-axis coupling caused the aircraft to pitch to still higher a
and subsequent deep stall, with full nose-down stabilator deflection.
Recovery from this deep stall (which might arguably be termed a post-stall gyration but certainly is
prohibited by 4.1.11.5) without a spin chute requires a manual pitch override (MPO) in the longitudinal
SAS (AFFTC-TR-79-18):
A manual pitch override system was installed in the test aircraft to allow pilot control of
the stabilator in a deep stall condition (upright or inverted) and thus allow the aircraft to
be “rocked out" of the deep stall.... This pitch override system required the pilot to hold a
toggle switch, located on the left console, in the OVRD position during usage. The switch
was spring loaded to the NORM position. When selected, the pitch override (a)
eliminated the negative g limiter to allow TED stabilator control and (b) for AOA greater
than or equal to 29 degrees, eliminated the AOA limiting and pitch integrator functions to
allow trailing edge up (TEU) stabilator control.
An MPO switch is now included in production aircraft but, according to AFFTC-TR-79-18, its operational
utility is questionable:
The MPO was an effective upright deep stall recovery device when utilized properly....
However, the ability of the operational pilot to properly and readily adapt to the usage of
the MPO remains a concern. During flight tests with pilots who were extremely familiar
with the deep stall environment, as many as four total cycles of the stick were required
before an effective cycle was achieved. The primary difficulty encountered involved
improper phasing with existing pitch oscillations. Proper phasing became much more
difficult when severe roll oscillations existed. The rolling tendency (to as much as 90
degrees bank angle) masked the pitching motion of the aircraft.
Such phasing between stick and aircraft motion could be considered a violation of this requirement: that
is, this is not a "simple” use of the pitch control. What is expedient as a "fix" is not necessarily acceptable
for specification use.
646
MIL-STD-1797A
APPENDIX A
647
MIL-STD-1797A
APPENDIX A
(AFFTC-TR-79-18).
648
MIL-STD-1797A
APPENDIX A
VERIFICATION GUIDANCE
These and other high-α tests should be preceded by thorough study of available model test and
simulation results for the particular aircraft.
VERIFICATION LESSONS LEARNED
649
MIL-STD-1797A
APPENDIX A
650
MIL-STD-1797A
APPENDIX A
VERIFICATION GUIDANCE
Where propellers or fans direct airflow over the wing, the side with reduced thrust will generally stall first.
Lateral control effectiveness may also be reduced by lessened dynamic pressure or even local stalling at
the ailerons or spoilers.
VERIFICATION LESSONS LEARNED
651
MIL-STD-1797A
APPENDIX A
652
MIL-STD-1797A
APPENDIX A
653
MIL-STD-1797A
APPENDIX A
654
MIL-STD-1797A
APPENDIX A
Recovery
Rapidity
Recovery controls
Demands
Ability to recognize
Ability to perform necessary control action
AFWAL-TR-80-3141, ASD-TR-72-48, AFFDL-TR-78-171, and AFWAL-TR-81-3108 give more guidance
on design criteria for departure resistance. Critical factors include Cnβ, (static directional stability
dyn
modified by product-of-inertia effects), a Lateral Control Divergence Parameter (yawing moment due to
roll control as a function of static directional and lateral stability), aerodynamic cross-axis coupling
derivatives while sideslipping, and asymmetric nose-vortex shedding at zero sideslip.
VERIFICATION LESSONS LEARNED
It has not been uncommon to find that small configuration or mass changes, or even the addition of flight-
test equipment (nose boom, spin chute), can change the post-stall behavior. While earlier models of the
F-5 were quite benign at high angle of attack, increased stabilizer control authority in later models made
loss of control somewhat easier. Some small changes to the contour of the wing-root leading-edge
extension had a pronounced effect, as did altering the nose shape.
While spin-tunnel, rotary-balance and drop-model tests have been reasonably successful in predicting
spin modes, there has not been quite as good success in predicting the aircraft's ability to get into some
modes such as a flat spin.
See discussions on the deep stall characteristics of the F-16 ("Lessons Learned,” 4.8.4.2.3) concerning
the augmentation system effects on departure and modifications used for recovery.
The departure rating scale shown on figure 257 was used in an experiment conducted by NADC (NADC-
85091-60) to investigate candidate departure criteria. This experiment was performed on the Dynamic
Flight Simulator (DFS) and found inconsistencies in the pilot ratings especially with regard to "Departure
Warning.” It was concluded that a departure/no-departure cutoff would be beneficial as well as a better
definition to the pilots of what is meant by a "clear" departure warning. In addition, more descriptors
between the 1-5 ratings would make the scale more useable. These descriptors, however, should
preserve the linearity of the scale. Another conclusion of that experiment was that it would be worthwhile
to consider a more Cooper-Harper-like scale for departure in order to "lock" the pilot into a departure
rating more consistently.
655
MIL-STD-1797A
APPENDIX A
656
MIL-STD-1797A
APPENDIX A
pitch control power (how rapidly the aircraft can transit the warning region), departure
severity, spin susceptibility, and aircraft mission.
Several quantitative requirements were suggested in AFWAL-TR-80-3141. While there is insufficient
support for incorporating them as such, they may be very useful for guidance in early analysis. A fixed-
base piloted simulation of an F-4J found that:
...pilot perception of lateral-directional departure susceptibility is related to one zero of the
φ
numerator N δstk [δstk is lateral stick, commanding ailerons and spoilers] becoming
negative. Root magnitudes more negative than -0.5 rad/sec were consistently rated as
departure-susceptible, while those less negative (or positive) are rated as departure-
resistant. This criterion reflects a closed-loop divergence rate limit related to the pilot's
threshold for uncommanded motion or ability to cope. As such it is a pilot-centered
criterion which should be applicable for any flight situation, although it has been identified
in a low-Mach-number, fixed-base simulation. It is consistent with the empirically
established airframe-alone departure/spin criterion boundaries of Weissman [ASD-TR-
72-48] and extends applicability of that criterion [Lateral Control Divergence Parameter,
LCDP] to highly augmented airframe cases. It is also consistent with previous in-flight
simulation of maximum controllable aperiodic divergence rates. Finally, it serves as both
a design guide and a flying quality specification item.
The Lateral Control Divergence Parameter is defined, with stability-axis derivatives, as
C′nδ
LCDP = C′nβ − a
C′lβ
C′lδ
a
Generally, LCDP should be greater than about -0.001. For the unaugmented airframe, according to
AFWAL-TR-80-3141,
A value of 1/Tφ1 = -0.5 corresponds for the airframe tested to an effective LCDP of -0.001
and thus is consistent with and supports the empirically derived LCDP departure
boundary developed by Weissman.
And, finally, a recommendation that no aperiodic uncommanded motion exceed 20 deg/sec was made,
"based on a rough average of the simulation pilots’ commentary as to their definitions of departure." This
qualitative requirement is subject to the usual interpretation problems. There is a need for some limit
between what is labeled a "stall” or a “departure."
657
MIL-STD-1797A
APPENDIX A
motions that might influence pilots' perceptions. Even for Class III aircraft, which will have no spin flight
tests, stall/post-stall wind-tunnel tests and analysis are in order.
VERIFICATION GUIDANCE
Where allowed by the structural specification (for example MIL-A-8861). insert “flight test" in the blank.
Stall angle of attack (or CLmax) is dictated by performance requirements. However, experience with the F-5
series aircraft and the F-15 leads to the conclusion that a sharp increase in longitudinal stability, starting
slightly below stall angle of attack, allows the pilot full use of the transient pitch performance for air
combat maneuvers. This aerodynamic characteristic limits angle-of-attack overshoots during abrupt
pullup and rolling maneuvers. It also provides rapid recovery at low dynamic pressure with neutral pitch
control. Though yaw departures occur in a limited portion of the flight regime, the F-15 does not continue
into a spin but pitches down due to its inherent longitudinal stability at high angle of attack.
A configuration that is longitudinally unstable at or above stall is undesirable for Class IV aircraft Angle-of-
attack limiters are usually implemented in this case; limiters can be defeated, however, during low-speed
maneuvers such as zoom climbs and high-angle-of-attack rolls. To preclude angle-of-attack overshoots
as the limit is approached, a rate anticipation system is usually incorporated into the flight control system.
This feature reduces the transient maneuvering performance of the vehicle. Pitching moment curves with
a strong unstable break are poor for Class IV applications. When departure occurs, it is violent and can
preclude safe ejection of the crew. Even if there is a large amount of nose down control power, the low
dynamic pressure encountered as the aircraft pitches up results in slow nose down recovery.
Wind tunnel data that present rolling moment (Cl ) and yawing moment (Cn ) as a function of angle of
attack for zero sideslip should be evaluated to ensure that no excessively large moment values occur
(e.g., from asymmetric vortex shedding from the nose) that could cause departures. The aerodynamic
effect of the flight test boom, if located on the nose, should be determined.
Over the last decade an open-loop "Directional Divergence Parameter”, Cnβ , has been extensively
dyn
utilized. It has been partially successful in predicting departure susceptibility for several Class IV tactical
jet aircraft, including the F-5E, A-10, F-15, YF-17 and F-18. Cnβ is defined as follows, in terms of
dyn
principal-axis stability derivatives:
Iz
Cnβ = Cnβ cos α − Cl sin α
dyn Ix β
Figure 258, from Titiriga et al. in AGARD-CP-199, gives a Northrop criterion based on this parameter
Figure 259, from ASD-TR-72-48, presents Weissman's departure boundaries in terms of this and the
LCDP already presented.
658
MIL-STD-1797A
APPENDIX A
These criteria should be evaluated at positive and negative angles of attack. For the F-15, the analyses of
the LCDP resulted in a different control law at negative angle of attack than at high positive angle of
attack At high positive angle of attack, aileron and differential tail authority are reduced and rudder is put
in to coordinate the roll. At negative angle of attack, rudder is used to uncoordinate the roll, due to a large
increase in proverse yaw and a loss in dihedral effect at negative angle of attack.
A modified form of Cnβ,dyn was used during F/A-18 design to assess departure susceptibility with roll and
yaw controls deflected. This parameter was defined as CnβApparent :
where Cn(β) and C l (β) are the yawing and rolling moment coefficients due to the basic airframe at given
angles of attack and sideslip, and Cn(δ) and C l (δ) are the yawing and rolling moment coefficients due to
one or more control surface deflections. It was used extensively in the design of the F/A-18 high-α lateral-
directional control surface limits and control laws.
659
MIL-STD-1797A
APPENDIX A
It must be noted that these criteria only address a laterally symmetric aircraft. The criteria on Cn dynamic
tends to alleviate the requirement for positive directional stability (Cnβ) as long as dihedral effect is stable
( C lβ is negative). However, Class IV aircraft frequently encounter laterally asymmetric configurations due
to the expenditure of wing mounted stores. The lateral asymmetry makes the aircraft more susceptible to
departure and, if the asymmetry is large enough, more susceptible to spin. The application of Cn dynamic
to the laterally asymmetric F-15 indicates that it is extremely resistant to departure for all angles of attack.
even though Cn becomes unstable below the maximum trim angle of attack. This has been verified in
flight test. However, as lateral asymmetry is increased, departure resistance degrades. The reason, as
verified by flight test, is as follows. If a wings-level pullup is performed with an asymmetric configuration
and no lateral control input, the aircraft rolls into the heavy wing, generating sideslip. The weight
asymmetry prevents the stable dihedral effect from being effective, while the unstable level of directional
stability generates a yawing moment away from the heavy wing. As sideslip increases, the rolling moment
from dihedral takes effect The resulting rolling and yawing moments generate a pitch acceleration through
inertial coupling, and a departure and spin can develop. Strong directional stability beyond the stall would
decrease this tendency and improve departure resistance with asymmetric loadings appropriate to the
combat flight phase. It should be pointed out that other investigations have suggested different
boundaries using these same static-based parameters (NADC-76154-30 and AFWAL-TR-81-3108).
Therefore caution needs to be used when applying any of these methods and the analyst must clearly
understand the development and assumptions of each criteria.
660
MIL-STD-1797A
APPENDIX A
Kalviste's approaches in terms of α-β carpet plots and coupled static stability derivatives, as reported for
example in AGARD-CP-235 and AFWAL-TR-81-3108, have been found remarkably effective in assessing
departure susceptibility (AFWAL-TR-82-3081).
The above approaches are not to replace rigorous 6-degree-of-freedom analyses of maneuvers
appropriate to the mission and Flight Phase of the vehicle early in the design phase of the vehicle. An
aggressive analytical approach to evaluate and design for departure resistance was taken for the F-5E, F-
15, F-16, and YF-17 programs. This approach included obtaining good-quality wind tunnel data to 90
degrees angle of attack at M = 0.2 and above the stall angle of attack at M = 0.6, 0.9 and 1.2. These data
included longitudinal and lateral-directional stability and control data with store configurations. Due to
aerodynamic nonlinearities at large positive and negative angles of attack, data points should be closely
spaced (approximately 3 degrees apart in angle of attack and sideslip). These data were used to optimize
flap schedules and evaluate buffet onset, and as input data for 5-degree and 6-degree-of-freedom
analyses of large-amplitude maneuvers. The control laws were then determined and optimized for flying
qualities and departure resistance. Maneuvers included bank-to-bank rolls at maximum angle of attack,
rolls at negative angle of attack, pushovers, pullups, and other maneuvers chosen for analysis of
departure and spin characteristics. The F-15 program also used free-flight model tests to evaluate
departure and spin resistance. Low-Reynolds-number data were used to correlate with model drop tests.
This provided confidence in the analyses of departure resistance that used high-Reynolds-number data .
New wind-tunnel techniques to enhance our analyses capability are emerging. Rotary balance tests can
be used to obtain the dynamic derivatives for a more accurate analysis of stall, departure and spin
resistance. After these analyses are performed, manned simulation should be used to verify control laws,
flying qualities and departure resistance prior to flight and as an adjunct to flight testing.
AGARD-CP-199 presents a number of aspects and views on stall/spin problems. Recent research
contracts sponsored by the Air Force have generated information into the causes of departures and
spins. Some of ADEL these are discussed in AFFDL-TR-78-171; examples of resulting reports include
AFFDL-TR-74-61, AFWAL-TR-80-3141, ASD-TR-72-48, and AFWAL-TR-81-3108.
In the fixed-base piloted simulation of AFWAL-TR-80-3141, various maneuvers (bank-to-bank and windup
turns, and pullups) were performed with and without a target aircraft. The simulated aircraft was based
upon an F-4J, and aerodynamic parameters were varied to assess the effects of these parameters on
handling qualities. Evaluations of departure susceptibility or resistance (based upon the MIL-F-83691
definitions) were different for the two pilots.
In closed-loop pilot/vehicle analysis it was found that flying techniques at high angles of attack were quite
different for the two pilots. However, a correlating factor was found to be the value of one zero of the roll
attitude numerator Nφδ where δstk simply indicates that lateral stick controls a combination of ailerons
stk
and rolling spoilers (of the six aerodynamic configurations evaluated, two included lateral augmentation
with a stick-to-rudder interconnect as well). At high angles of attack and in asymmetric flight, AFWAL-TR-
80-3141 shows that extreme adverse aileron yaw or lateral-longitudinal coupling can produce an
"unstable" zero in the numerator. This zero may be first-order, or second-order if ζφ < l, while the vehicle
dynamics (i.e, ζp, ωp, ζsp , ωsp , 1/TR, 1/TS, ζd and ωd may all be acceptable. Thus, although the vehicle
controls-free is stable, pilot attempts to control roll attitude can drive a pole into the right-half-plane zero,
producing a closed-loop instability as shown in the following sketch:
661
MIL-STD-1797A
APPENDIX A
The AFWAL-TR-80-3141 simulation found strong correlation between the value of 1/Tφ1 at departure and
pilot evaluations of departure susceptibility, figure 260.
662
MIL-STD-1797A
APPENDIX A
For classical aircraft with no lateral-longitudinal coupling, the square of the Nφδ frequency term, ω2φ [or
stk
N′δa
ω φ2 = N′β − L ′β
L ′δa
C′n δ q Sb
= C′nβ − Cl β a
C′l δ Iz
a
where the primed dimensional stability and control effectiveness derivatives are
I xz I xz I xz I xz
Li + Ni Ni + Li Cli + C ni C ni + C li
Ix Iz Iz Ix
L ′i = , N′i = , C ′l i = , C ′ni =
I2 I2 I2 I 2xz
1 − xz 1 − xz 1 − xz 1−
IxIz I xIz I xIz IxIz
LCDP, which is defined by the bracketed expression above, is simply a nondimensional approximation
for ωφ . In the AFWAL-TR-80-3141 evaluation, 1/Tφ1 of -0.5 corresponded to LCDP of -0.001.
2
While these criteria should be helpful early in the design stage, they give only a first look. AIAA 87-2561
compares predictions with AV-8B flight results.
VERIFICATION LESSONS LEARNED
Although generally flight evaluations have been made with limiters operating, it has generally been found
that these limiters could be defeated, tricked into allowing penetration to higher angles. Asymmetric
loadings, either intentional or naturally occurring, can affect post-stall behavior. An increase in control
power or decrease in stability (say, in pitch) can allow attainment of conditions theretofore unreachable.
Engineering preparation for departure and spin tests should be done with care. Tasks include:
a. Determination of recovery devices necessary for departure/spin program.
b. Effect of these devices on the aerodynamic characteristics and inertial characteristics of the
vehicle.
c. The limits of operation of these devices.
d. A sensitivity analysis of the aerodynamic characteristics and their influence on departure and
spin susceptibility. This should be done on the manned simulator as it may influence the flight-test
technique used to explore the angles of attack where unfavorable aerodynamic linearities are expected.
e. Go- no-go criteria should be established; i.e., if a control surface position, sideslip angle, angle
of attack or rate differs by a defined amount from a predicted value, then testing should be discontinued
until further analysis is performed.
663
MIL-STD-1797A
APPENDIX A
664
MIL-STD-1797A
APPENDIX A
altitude bounds, on the premise that wing loading and drag are set by other
considerations, leaving only turns for recovery to determine altitude loss, and that
these bounds on turns for recovery could not reasonably be reduced further.
Amendment 2 also deleted a number of Amendment 1's specifics on departure
techniques, as well as an Amendment 1 requirement that the start of recovery be
apparent within 3 seconds or one spin turn. Those specification features indicated
desirable tests and characteristics, but added considerable detail in areas where
design capability is lacking. That material is felt to be more pertinent to a flight
demonstration specification such as MIL-S-83691.
Changes from MIL-F-8785C reflect pilots' views on spin recovery. The specification of recovery in terms
of altitude loss, as in Amendment 1 of MIL-F-8785B, based upon what the pilot really is concerned about,
was considered. For example, the piloted simulation of AFWAL-TR-80-3141 included an airplane model
that would not spin, but showed a
... low-frequency wallowing that masks departure. At the same time, the wallowing does
not generate sufficiently rapid motion to excite inertia cross-coupling and PSG. All pilots
tended to continue fighting to maintain control well past full stall, incurring excessive
altitude loss. However, if controls were released at any time the aircraft would
immediately go into a nose-low spiral and recover by itself.
The high-α characteristics were otherwise considered quite good, but the excessive loss of altitude was
unacceptable: "pilot commentary indicated the overall departure ratings were heavily influenced by
altitude loss and mission phase." Specification of altitude loss was, however, deemed impractical.
AFWAL-TR-81-3108 also shows preference for an altitude-based metric:
Altitude loss per turn can vary drastically with different spin modes (e.g., steep versus
flat), and a given vehicle may exhibit more than one spin mode. The allowable altitude
loss, which is highly mission-related (e.g., air-to-ground versus air-to-air), appears to be a
more appropriate recovery metric than turns for recovery.
But with rate of descent in a spin roughly proportional to wing loading, W/S, it would seem extremely
difficult for a high-W/S fighter to recover in much less altitude than presently required. Ideally the altitude-
loss requirement would also be a function of altitude above the ground, since a PSG at (say) 80,000 ft
would not be as critical as one at 2000 ft above the ground. Although air density variations exert some
influence on the motions, such a requirement is not felt to be practical.
This requirement will be verified in flight test only for aircraft that must be designed to withstand the forces
of post-stall gyrations and spins. For other aircraft the requirement is only to determine that post-stall/spin
characteristics are satisfactory, by appropriate wind-tunnel, spin-tunnel or free-flight model testing and
analysis. This should provide some confidence in the pilots' handbook material and thus help to save the
aircraft when they inadvertently get beyond the prescribed flight limits. The requirement then has
implications for design of the structure and other subsystems. The procuring activity should weigh the
benefits of assured recovery against any design penalties, so as not to unduly compromise the aircraft.
A recovery technique independent of the direction of motion-releasing or centering the controls, for
example−is very desirable because pilots easily become disoriented in violent post-stall motions. Such
recovery characteristics, however, may not be achievable without some automation. A "panic button" has
been suggested.
REQUIREMENT LESSONS LEARNED
The F-4 series of airplanes serve as excellent examples of what is good and bad with this requirement.
AFFDL-TR-70-155 summarizes a wide body of experience in spin testing of the F-4. The airplane was
665
MIL-STD-1797A
APPENDIX A
predicted by model tests to have steep erect and inverted oscillatory modes as well as a flat spin mode.
AFFDL-TR-70-155 quotes flight-test reports concerning spin testing. For the F-4B,
A typical spin was initiated by applying pro-spin controls at the stall which resulted in the
airplane yawing in the direction away from the applied aileron. After the initial yaw the
airplane would pitch nose-down to about 60 deg to 80 deg at the 1/4 turn position
followed by an increase in yaw rate. After 1/2 turn in yaw the airplane would pitch up to
near level and in some cases 10 deg to 20 deg ANU, depending upon the energy
conditions at entry. The yaw rate was usually at a minimum when the pitch attitude (and
angle of attack) was at a maximum. The airplane was concurrently oscillating 60 deg in
roll with no apparent relationship to pitch or yaw. The motions were extremely oscillatory
for the first 2 to 3 turns. After 3 to 4 turns steady-state conditions were approached and
although the oscillations remained, the amplitude and period became constant.... Pro-
spin controls were held for up to 4-1/2 turns. The characteristics of the spin were similar
for both left and right spins; however, each spin was different in some aspect from the
others even under apparently identical entry conditions.
Standard recovery from incipient and developed spins was consistent and effective in all but flat spins.
Also the recovery requirement was not met, since the pilot had to determine the direction of motion and
timing was critical:
The recovery technique used after one turn in the incipient stage and in the fully
developed spin was full aft stick, full rudder against the spin, and full aileron with the spin.
This technique would generally affect recovery in 1/2 to 1-1/2 turns .... The primary visual
cue that recovery had been effected was the cessation of yaw. As the yaw rate stopped,
the controls had to be neutralized rapidly to prevent a reversal. The time at which controls
were neutralized was critical. If controls were neutralized before the yaw rate ceased, the
airplane would accelerate back into the spin ..., and if they were not neutralized within the
one second after the yaw rate stopped, the spin direction would reverse ... in most cases,
the recovery was indistinct because of residual oscillations, particularly in roll. Even
though the yawing had been arrested and the angle of attack was below stall the aircraft
would roll up to 540 deg in the same direction as the terminated spin. The residual
oscillations were easily mistaken for a continuation of the spin.
A flat spin led to loss of the airplane (figure 261). The airplane was stalled with throttles idle and pro-spin
controls. It entered a post-stall gyration, but did not progress to an incipient spin. "After 15 seconds the
pilot attempted to terminate the post-stall gyration by neutralizing the rudder and aileron and by placing
the stick forward of neutral," control motions in keeping with the requirement that the recovery not be
dependent on determination of the direction of motion. However, according to AFFDL-TR-70-155,
A left yaw rate developed, and the airplane entered a left incipient spin. After 1-2 turns
the oscillations diminished and the flat spin mode became apparent. Anti-spin controls
were applied but had no significant effect on the spin characteristics. The drag chute was
deployed at 33,000 ft, but again it streamed, did not blossom, and had no effect on the
spin. At 27,000 ft the emergency spin recovery chute was deployed, but it also streamed.
As a last resort the flight controls were cycled in an attempt to induce oscillations in the
spin motions and/or to change the wake characteristics between the airplane and the
spin chute. The only apparent effect of the control cycling was an increase in yaw rate to
above 100 deg/sec.
666
MIL-STD-1797A
APPENDIX A
These results serve to emphasize the importance of approaching spin testing with great care.
Recovery from the F-16 deep stall (“Lessons Learned,” 4.8.4.2.3) required both a manual pitch SAS
override switch and proper application of longitudinal stick to "rock" the airplane out of the stall−an action
which required the pilot to determine the direction of motion, albeit in pitch and not yaw.
High-angle-of-attack testing of the F- 1 8 ("F/A- I 8A High Angle of Attack/Spin Testing") has uncovered
spin modes not unlike those of the F-4:
A low yaw rate spin was identified using asymmetric thrust to force the entry. It was
characterized by yaw rates between 20 deg and 40 deg/second, an angle of attack
between 50 deg and 60 deg, a steep nose-low attitude, and fairly smooth pitch and roll
rates.
An oscillatory intermediate mode with yaw rates between 50 deg and 80 deg/second and
an angle of attack between 60 deg and 80 deg.
A smooth flat mode at 90 deg to 140 deg/second yaw rate with an angle of attack
between 80 deg and 85 deg.
The latter two modes were entered by defeating the Control Augmentation System (CAS)
and removing all feedback control limiting.
667
MIL-STD-1797A
APPENDIX A
During these tests, 150 entries were attempted with over 100 resultant spins. Since the
low-α mode could be entered with CAS on, a manual CAS defeat switch was installed to
allow pilot access to maximum control authority for recovery. Using this switch and lateral
stick into the spin, a single recovery technique was identified for all three spin modes.
The low mode spin has an aspect like the F-16's deep stall, and recovery with a CAS defeat switch is
similar. Again, recovery from all three spin modes required determination of the direction of motion to
apply lateral stick into the spin.
The F-16 and F-18 have fly-by wire control systems incorporating (respectively) manual pitch override or
spin recovery mode switches which change the SCAS feedbacks. However, flight test experience has
shown that employment of this type of technology can lead to difficulties associated with the anti-spin
flight control system mode interfering with or delaying post-stall-gyration spin recovery. As noted earlier,
automatic engagement of the F-16 anti-spin stability augmentation system may have aggravated the
deep stall condition. For the F/A-18,the flight control system is designed to automatically revert to the
ASRM if in a low-yaw-rate spin. The pilot is given anti-spin control authority should he desire to use
it−anti-spin control inputs are not automatically applied. During initial F/A-18 operational evaluation
testing, an F/A-18 crashed in a low-yaw-rate spin because the ASRM did not engage and provide the pilot
with full anti-spin control authority. Also, there were occurrences during which the special cockpit displays
for spin recovery provided incorrect information. There are no specific requirements presently with regard
to the safe operation of automatic/manual post-stall recovery modes of a flight control system or of
associated display operation. Some points to consider are:
Engagement/disengagement thresholds of automatic spin recovery flight control modes
should be designed such that they do not inhibit or prevent recovery.
Displayed recovery information should always present the correct flight control system
status (e.g., mode) and recovery control information.
From practical considerations there are no altitude-loss requirements placed on recovery except that
characteristics be determined. A successful spin test was completed on the F-15 clean and with external
stores. Recovery was defined as an absence of yaw rate and a steadily decreasing angle of attack at an
angle of attack of 20 degrees. Data was cut off. It was later found out that recovery to a safe airspeed in
level, controlled flight varied with store loading. When the aircraft was configured with stores, it wallowed
more during recovery and took significantly more altitude to regain flying speed than the clean
configuration. Furthermore, the pilots recommend slower control inputs during the dive pullout than with
the clean configuration. Such information should be determined as a part of analysis and test, and
incorporated into the pilot's manual.
668
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APPENDIX A
VERIFICATION GUIDANCE
Detailed analysis and model testing should precede flight verification, to determine the characteristics of
the particular design. Conditions investigated will be those of 5.8.4.3.1.
VERIFICATION LESSONS LEARNED
A wide variety of test philosophies has been applied to recent aircraft. Of course the severity of control
abuse is a function of the aircraft type and missions. There has been controversy in applying the
qualitative guidance of MIL-S-83691. For fighters, testing generally has progressed to the stage of finding
ways to defeat any limiters, without turning them off. The F-18 test program went further, exploring
limiters-off behavior. The first high-a tests of the Mirage 2000 were made with the limiter off because the
pilots didn't trust limiters. But the F-15 spun nicely after just manipulating the stick to trick the limiter into
allowing large pro-spin control surface deflections. For the F-15, loading asymmetries (internal fuel,
external stores) caused significant variations in spin characteristics.
Small changes in aerodynamic or inertial configuration have in some cases profoundly affected entry or
recovery characteristics. While there are those who for safety rely completely on analysis and model test
to predict recoverability prior to flight test (for example the Mirage 2000, Mathe in AGARD-CP-333), in this
country we have insisted on an additional recovery device for flight verification: a spin chute or spin
recovery rockets. The latter have been used on the T-28 and supplemental spin testing on the F-100.
Care must be taken that the recovery device does not change the aircraft motion characteristics.
669
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APPENDIX A
b. In atmospheric disturbances the minimum required flying qualities for Aircraft Failure States
are as specified in table VI.
TABLE VI. Flying qualities in atmospheric disturbances for Aircraft Failure States.
ATMOSPHERIC FAILURE STATE I* FAILURE STATE II**
DISTURBANCES
LIGHT TO CALM ____________________ ____________________
MODERATE TO LIGHT ____________________ ____________________
SEVERE TO MODERATE ____________________ ____________________
* Failure State I: _________
** Failure State II: _________
For this purpose, atmospheric disturbances are defined separately for high (above ≈ l750 ft) and low
altitudes: __________
Crosswind intensities at touchdown are defined as: ___________.
Required wind-shear capability is: ___________.
670
MIL-STD-1797A
APPENDIX A
REQUIREMENT RATIONALE(4.9.1)
This requirement provides a rational means for specifying the allowable degradation in handling qualities
in the presence of increased intensities of atmospheric disturbances. It is especially important to stress
applicability in atmospheric disturbances because most flight testing is done in calm air. There is
considerable evidence that atmospheric disturbances can expose handling qualities cliffs which are not
apparent in calm air (for example, see FAA-RD-75-123).
REQUIREMENT GUIDANCE
The related MIL-F-8785C requirements are paragraphs 3.8.3.1 and 3.8.3.2.
* Recoverable: control can be maintained long enough to fly out of the disturbance.
671
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672
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673
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APPENDIX A
At low altitudes the recommended rms intensity of vertical turbulence, σw, is related to the mean wind as
commonly measured 20 ft above ground level, u20:
σw = 0.1 u20
where u20 is given in figure 263.
The recommended horizontal components, σu and σv, are as defined in 4.9.2.
Recommended crosswind values 20 ft above ground level are:
ATMOSPHERIC DISTURBANCE INTENSITY STEADY CROSSWIND
Light 0 - 10 kt
Moderate 11 - 30
Severe 31 - 45
For the control power requirements, crosswind values are to be taken as invariant with altitude.
Recommended wind shear capability:
Decreasing headwind: gγmax up to 3.4 ft/sec2
Increasing headwind: gγmin up to 1.7 ft/sec2
Vector shear: 9 deg/sec with wind speed of 20 kt
Duration of all shears: at least 10 seconds
where γmax is the climb angle at maximum power in the configuration used, at wind shear initiation; γmin is
the flight path angle for flight idle thrust in the configuration, at wind shear initiation.
An alternative, when 4.1.7.4 is used instead of the probabilistic approach of 4.1.7.3, is to tabulate the
requirements for combinations of disturbances and specific failures.
Somehow the flying qualities specification must incorporate the universal recognition that pilot workload
or performance or both generally degrade as the intensity of atmospheric disturbances increases. MIL-F-
8785C did this by tables XVI and XVII, paragraphs 3.8.3.1 & 2, for Normal and Failure States,
respectively; we have continued that approach. Quantitative Level boundaries are applied in calm, Light
and Moderate disturbances; while most of the data base includes that much consideration of
environmental disturbances, no basis in data or reason could be found for applying the quantitative
requirements generally in Severe conditions. In these tables the qualitative descriptions of required flying
qualities are functions of Flight Envelope (Operational or Service), degradation due to Failure States
(Normal, P < 10-4, P < 10-2) and atmospheric disturbance intensity. These qualitative descriptions are a
rough fit to the Cooper-Harper scale. But now by direct comparison of adjacent blocks in the tables we
see that the quantitative requirements are not uniquely related to the qualitative descriptions or to the
Cooper-Harper scale. Indeed, for these environmental variations they cannot be.
674
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675
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APPENDIX A
An upper limit on V& w of 3.4 ft/sec (∆γ = 6 deg) has been specified to avoid requiring excessive shear for
high-performance fighters where γmax may be extreme.
REQUIREMENT LESSONS LEARNED
676
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APPENDIX A
677
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APPENDIX A
2L v 1 + 3 (2.678L v Ω )
8 2
φ v g (Ω ) = σ 2v
π
[
1 + (2.678L v Ω )
2
11
6
]
2L w 1 + 3 (2.678L w Ω )
8 2
φ wg (Ω ) = σ 2w
π
[
1 + (2.678L w Ω ) 6
2
11
]
b. Turbulence model (Dryden form)
The Dryden form of the spectra for the turbulence velocities is:
2L u 1
φug (Ω ) = σ u2
π 1 + (L u Ω )2
2L v 1 + 12 (L v Ω )
2
φ v g (Ω ) = σ 2v
[
π 1 + 4(L Ω )2 2
v ]
2L w 1 + 12 (L w Ω )
2
φ w g (Ω ) = σ 2w
[
π 1 + 4(L Ω )2 2
w ]
678
MIL-STD-1797A
APPENDIX A
Table LIV gives a summary of the recommended digital filter implementation of the Dryden turbulence
components.14
c. Discrete gust model
The discrete gust model may be used for any of the three gust-velocity components and, by derivation,
any of the three angular components.
The discrete gust has the “1 - cosine" shape given by:
v=0 x<0
Vm πx
v= (1 – cos ) , 0 ≤ x ≤dm
2 dm
v = vm x > dm
vm
v
(ft/sec)
dm Distance, x (ft)
The discrete gust above may be used singly or in combinations in order to assess airplane response to,
or pilot control of, large disturbances. For example, the discrete gust above might be coupled with an
equal but opposite gust beginning at dm, or an opposite half-wave of equal probability timed to excite an
aircraft response mode. Step function or linear ramp gusts may also be used.
Alternatively, specific discrete gust data that have been extracted from gusts actually encountered during
air vehicle flight tests are available. These may also be included in the definition of the atmospheric
disturbance model for evaluation of air vehicle response. Figure 264 presents one such actual discrete
gust profile.
2. Medium/high-altitude model
The scales and intensities are based on the assumption that turbulence above 2,000 feet is isotropic
Then
2 = σ2 = σ2
σu v w
and Lu = 2Lv = 2Lw
14
The Dryden turbulence power spectra given are the MIL-F-8785C spectra corrected for a factor of two
(AFFDL-TR-72-41). The digital filter implementation of table LIV is for the Dryden form of this standard.
679
MIL-STD-1797A
APPENDIX A
vg σv = σ V σv
av = vg = (1 - avT)vg + 2avT η2
Lu ση
wg σv = σ V σw
aw = wg = (1 - awT)wg + 2awT η3
Lu ση
pg 1.9 2. 6 σp
σw = σw ap = pg = (1 - apT)pg + 2apT η4
2L w b 2L w b ση
. σq = σ πV π
qg ⋅ aq = qg = (1 - aqT)qg + (wg - wgPAST )
4b 4b
rg✝ σr = σ πV π
ar = rg = (1 - arT)rg + (vg - vgPAST )
3b 3b
b
*pg is significant only if Cl > Clβ
2L w p
πb
**qg is significant only if Cmq > Cmα
16L w
πb
✝rg is significant only if Cnr > C nβ
12L v
680
MIL-STD-1797A
APPENDIX A
681
MIL-STD-1797A
APPENDIX A
682
MIL-STD-1797A
APPENDIX A
683
MIL-STD-1797A
APPENDIX A
LIGHT 0
MODERATE 90 600
SEVERE 90 300
A range of values for the initial wind orientation and the initial altitude for onset of the shear shall be
considered. Relative to the runway, magnitudes of u20 sin Ψw greater than the crosswind values in 4.5.6 or
tailwind components at 20 feet greater than 10 knots need not be considered. At any altitude other than
20 feet these limits do not apply.
d. Turbulence
The turbulence models of 1a or 1b above shall be used. The appropriate scale lengths are shown on
figure 266 as functions of altitude.The turbulence intensities to be used are σw = 0.1u20, and σu and σv
given by figure 267 as functions of σw and altitude.
684
MIL-STD-1797A
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685
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APPENDIX A
e. Gusts
Discrete gusts of the form specified in 2c above shall be used, with both single and double ramps to be
considered. Several values of dm shall be used, each chosen so that the gust is tuned to each of the
natural frequencies of the airplane and its flight control system. The gust magnitudes shall be determined
from figure 265 using the appropriate values from figures 266 and 267. The two halves of a double gust
do not have to be the same length or magnitude.
4. Carrier landing disturbance model
This section specifies the model of atmospheric disturbances to be used for carrier landing operations.
This model shall be used in analysis and piloted simulation to determine aircraft control response and
path control accuracy during carrier landing. This model supplements but does not replace the low-
altitude disturbance model of part 3 above.
The terminal approach carrier disturbance model shall be used during simulation of the last 1/2 mile of the
carrier approach. The u velocity component is aligned with the wind over deck. Total disturbance
velocities are computed by adding segments caused by random free-air turbulence, u1, v1, w1; steady
ship-wake disturbance, u2, w2; periodic ship-motion-induced turbulence, u3, w3; and random ship-wake
disturbance, u4, v4, w4. The total air disturbance components ug , vg, and wg are then computed as
u g = u 1 + u 2 + u 3 + u4
vg = v1 + v4
wg = w1 + w2 + w3 + w4
The input to all of the random disturbance filters shall be generated by filtering the wide-band, Gaussian
output of zero-mean, unit-variance random-number generators.
a. Free-air turbulence components
The free-air turbulence components which are independent of aircraft relative position are represented by
filtering the output of white-noise generators described in 4. above to produce the following spectra:
200
φu1 (Ω) = (ft/sec)2 per rad/ft
1 + (100Ω)2
939 [1 + ( 400Ω2 )]
φv1 (Ω) = (ft/sec)2 per rad/ft
400 2
[1 + (100Ω)2 ] [1 + ( Ω) ]
3
71.6
φw1 (Ω) = (ft/sec)2 per rad/ft
1 + (100Ω)2
686
MIL-STD-1797A
APPENDIX A
687
MIL-STD-1797A
APPENDIX A
V − Vw / d X
C = cos wp t1 + + + P
0.85 Vw / d 0.85 Vw / d
The ship-related random velocity components are computed by filtering the white noise as follows:
σ( x ) 2τ( X) (Input)
u4 =
τ( X) jω + 1
0.035 Vw / d 6.66
w4 = v4 =
3.33 jω + 1
Random number jω
Input = sin (10πt)
output jω + 0.1
SELECTION OF THE MODEL:
The philosophy in selecting this model is based upon two fundamental precepts:
Keep the modeling form as simple as possible; and
use parameters that have direct relationships to aircraft dynamics or flying qualities.
688
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APPENDIX A
689
MIL-STD-1797A
APPENDIX A
This requires a rational approach to the tradeoff between engineering convenience and physical
correctness in disturbance models. The evaluation of the effects of atmospheric disturbances on aircraft
flying qualities has been approached in diverse ways. The large volume of literature is evidence of this. It
is far too easy to become bogged down in the ill-defined tradeoffs between Dryden and von Karman
disturbance forms, the need for non-Gaussian or non-stationary characteristics, the debate over how and
when to model wind shear effects, or whether shorter disturbance scale lengths are more realistic than
longer ones. Aircraft designers and simulator researchers continually face such questions, and while they
may find answers suitable for one situation, the same questions can and do reappear on subsequent
occasions.
In order to keep the discussion in perspective, it is appropriate first to define what is meant by flying
qualities. One accepted definition is, "those aircraft characteristics which govern the ease or precision
with which the pilot can accomplish the mission.” Further, flying qualities are often measured by
subjective pilot opinion according to the Cooper-Harper rating scale which ties flying qualities assessment
to the particular task. Due consideration of environmental conditions is, in turn, implied. An aircraft can
have characteristics that make the task of landing relatively easy in calm air but very demanding in strong
disturbances, even though the aircraft characteristics may not have changed.
For the purposes of the handling qualities Standard, an engineering model of atmospheric disturbances is
required. This engineering model may be the simplest or minimum acceptable model that correctly
identifies the primary parameters of particular interest. This is in contrast to the objectives of basic
research into meteorological phenomena or the physics of atmospheric dynamics. Using an available
more elaborate model, of course, is also acceptable and may be necessary to assess the effects of
structural modes or saturation of the flight control system.
The approach taken herein is to define basic utility models that can be applied to most handling quality
evaluations. For some applications the procuring activity may want to designate a specialized model. For
example, if a high-fidelity model is required to reproduce the effects of structural modes (generally at
frequencies higher than those for piloted control), the von Karman model would be appropriate.
Alternative disturbance models are surveyed later in this discussion.
It is a recognized fact that the large-amplitude, low-frequency component of the disturbance model plays
a dominant role in separating good and bad handling qualities. The problem with a random disturbance
model is that the large wind shears occur at the critical point on only a few runs, resulting in discrepancies
in pilot ratings and comments. A discrete wind shear is defined for the low-altitude model to insure that all
pilots will experience the critical input.
The wind vector shear model has constant gradients of wind magnitude and allows for constant or
changing direction. A great number of combinations of wind shear can be derived from such a model.
However, only four limiting cases are recommended for verification of flying qualities: decreasing
headwind, tailwind, sidewind shears, and a constant-magnitude shear with changing azimuth.
Atmospheric disturbance features
In general, variations in properties can be viewed in terms of their engineering convenience versus their
physical correctness. For example, the well-known von Karman turbulence form yields more correct
spectral characteristics, but it is not so easily realized computationally as the more approximate Dryden
form, and does not lend itself quite so well to statistical analysis. Nevertheless. where another subject
which requires more rigor uses the same atmospheric model as in the flying qualities simulation-structural
analysis may require the von Karman form−the more rigorous form can of course be used for flying
qualities too. The same kind of tradeoff between convenience and correctness is a dominant theme in
several other respects, as we shall discuss below.
690
MIL-STD-1797A
APPENDIX A
15
Patchiness is frequently considered as corresponding to a proportionately higher rate of occurrence of
very large-magnitude gusts than found in a Gaussian distribution, and is reflected by the higher-order
even central moments (4th,6th, etc.) (NASA-CR-2451).
16
Intermittency is counterpart to patchiness when applied to gust velocity differences over a given time or
space interval (Delft Univ. of Techn., Dept of Aerospace Engrg Memo M-304).
691
MIL-STD-1797A
APPENDIX A
The two most common ways of describing gust correlation are the Dryden and von Karman power
spectral density forms. As mentioned earlier, the significant aspect of a choice between the two lies in the
engineering convenience versus the physical correctness. However, the correctness advantage of the
von Karman form is not an issue unless the significant spectral content is centered in the microscale
range about one decade or more above the integral scale break frequency.
d. Dimensionality of gust field
A gust field can be described using various orders of dimensionality. The simplest is a one-dimensional-
field model that involves just the three orthogonal velocity components taken at a single point (usually the
aircraft center of gravity). The Taylor hypothesis17 (frozen field) can be applied, however, in order to
approximate gust gradients with respect to the x-axis of the aircraft without increasing dimensionality. A
two-dimensional field model used to define a gust field in the aircraft x-y plane can be modified for the
size of the aircraft relative to gust scales. (A large aircraft relative to the gust scale attenuates gust
gradient spectral power at high frequencies.) A two-dimensional field can lead to greatly increased
mathematical complexity over that of a one-dimensional field (AGARD Rpt 372) but some turbulence
models simply define one-dimensional uniform velocity components and then add two-dimensional forms
for gust gradients that contain aircraft size effects (Stanford Univ. SUDAAR No. 489). A third dimension
can be introduced in the form of an altitude-dependent wind shear (e.g., FAA-RD-79-84 and NASA-CR-
152064).
e. Stationarity
A random gust is stationary if, for a collection of gust samples, the corresponding probability and
correlation properties describe any additional gust sample that may be taken. Thus stationarity implies an
atmospheric disturbance having an invariant mean, variance, and correlation length (or time) along the
flight path. There is no restriction on whether the probability distribution is Gaussian or not.
An alternative means of introducing patchiness or intermittency is to create a nonstationary turbulence
field through direct modulation of intensity (AIAA Paper 80-0763). Thus the basic noise source can
remain Gaussian.
Practical implementation considerations
The application of atmospheric disturbance models can involve a number of practical implementation
problems−many associated with digital computer programming. One role of this Handbook is to assist in
answering some of the common implementation questions and to point out pitfalls frequently
encountered. Some examples include:
Digital implementation of continuous spectral forms.
Correct scaling of random noise sources.
Evaluation of need for gradient components.
Implementation of gust gradients, gust time derivatives, and gust transport lags.
Table LV illustrates some of the practical implementation matters.
17
The Taylor hypothesis (J. Atmos. Sciences, Vol 20) assumes a gust field frozen in space such that time
and space dependencies along the relative wind are directly related by the airspeed.
692
MIL-STD-1797A
APPENDIX A
TABLE LV. Examples of practical implemental matters.
Implementation Item Handbook Method Comments
Digital implementation of Spectral form: This matter an be particularly
continuous filter forms. 2L 1 confusing because spectral forms are
2
Example: φuu = σu written in a number of ways—one-
first-order Dryden form
g w 1+ L Ω 2
u ( ) sided or two-sided, in terms of spatial
(applicable ug or pg) or temporal frequency, or in terms of
Discrete realization:
angular or cyclical frequency.
Where ug = C1 ug + C 2n Furthermore white noise in the
continuous domain must be
converted to random numbers in the
either exp( −aT ) ( z − transform ) discrete domain.
C1 = or 1 − at (Euler integratio n)
2 − aT
or 2 + aT ( Tustin transform )
v
a =
Lu
σu
2 g
and C 2 = 1 − C1 σ
η
where n is a normally distributed random number with
2
variance σ η
Determination of p-gust Criterion: p-gust can be an important
importance p-gust is significant relative to v-gust if: disturbance component in the roll
axis, especially if effective dihedral is
b
⋅ Cg > Cl small.
L p β
2
or Lp > L v
L wb
where b is span and Lw is gust scale length
Determination of p-gust Holley-Bryson model: If the p-gust component is considered
intensity 2.15σ w important, one must determine the
σp = intensity in order to implement the
g
1 + b filter. A specific, easy-to-compute
bL L w value for intensity is seldom readily
w available. Also, the various p-gust
MIL-F-8785C: model forms all have different ways
0.95 of expressing model parameters.
σp =
g 3 b 2L
w
An approximate intensity averaged over several models:
1 .9
σp = σw
g bL w g
Realization of von Boeing higher order linear filter forms: An approximation to the increased
Karman-like spectra correlation in the microscale range of
V
s + 4 the von Karman spectral form can be
L realized with second- and third-order
ug: linear filters. Digital implementation
V V
would involve finite difference
s + 0.84 s + 6
L L equations of corresponding order.
Correct spectral content above 100
V V (V/L) rad/sec would require matching
s + 0.38 s + 7.7 von Karman spectra with even higher
L L order filters.
vg, wg:
V V V
s + 0.48 s + 1.22 s + 11.1
L L L
STI reduced order variation based on Boeing forms:
V
s + 8
L
vg, wg:
V V
s + 1.7 s + 12
L L
693
MIL-STD-1797A
APPENDIX A
694
MIL-STD-1797A
APPENDIX A
695
MIL-STD-1797A
APPENDIX A
696
MIL-STD-1797A
APPENDIX A
697
MIL-STD-1797A
APPENDIX A
698
MIL-STD-1797A
APPENDIX A
(− r ) 1g
(p g )
ug wg u& g &g
w ∂ ug ∂ wg vg v& g ∂ ug ∂ vg ∂ vg ∂ wg
Equation ∂x ∂x ∂y ∂x ∂y ∂y
ΣΧ − Xw −Xv
−Xu
ΣΖ −Zw Z/ small
q′
−Z u − Z/ small − Z/ small
&
w v′
ΣΥ − Yv
− Y/ v&small
′ − Y/ rsmall
′
ΣL −L v
−L p
ΣΝ −N v −N v& −Nr
−Np
The loop structure hierarchy in mission/aircraft-centered features provides us with another way of judging
atmospheric disturbance model needs. Figure 270 shows a spectral comparison of mission/aircraft-
centered features against atmospheric disturbance features. Although the spectral boundaries of each
feature are admittedly more ill-defined than shown, we can nevertheless illustrate a point. That is, any
mission/aircraft features that are to be analyzed require the significant atmospheric disturbance features
acting within the same spectral range. Conversely, atmospheric disturbance features much outside that
spectral range are superfluous. Taking the argument to the extreme, navigation considerations are not
likely to involve the microscalels18 or even integral19 scale range of turbulence. Likewise, short-term
stability augmentation system or flexibility effects would not require inclusion of mean wind or wind shear
features.
18
The microscale of turbulence is an indication of the distance or time separation over which gusts
remain highly correlated, i.e., the inertial subrange (The Structure of Atmospheric Turbulence). Von
Karman turbulence involves a non-zero microscale; Dryden's is zero.
19
The integral scale of turbulence is equal to the area under the normalized autocorrelation function and
much larger than the microscale. Correct measurement of the integral scale depends upon stationarity
(“Atmospheric Turbulence”).
699
MIL-STD-1797A
APPENDIX A
Continuing in a similar vein, the results obtained from exciting an aircraft by atmospheric disturbances
depend greatly upon how the aircraft is being operated, i.e., what the pilot is doing. The gust response
can vary dramatically between hands-off operation and tight pilot regulation of attitude and flight path.
Frequently the effects of wind shear have been evaluated by measurement of the flight path excursion for
a controls-fixed penetration of the shear. The phugoid is, of course, the dominant response mode in this
case, and the result is generally a large-amplitude, nearly undamped, roller-coaster-like flight path
oscillation. But pilots do not characteristically operate hands-off in a windshear environment. Rather,
aircraft attitude is likely to be very well regulated by the pilot, hence the flight path and airspeed modes
would be exponentially decaying according to heave and speed damping stability derivatives (Zw and Xu,
respectively, FAA-RD-78-7). These different assumptions lead to vastly different conclusions regarding
performance and identification of critical flying qualities parameters.
700
MIL-STD-1797A
APPENDIX A
We need also to consider how determinism and randomness affect our choice of atmospheric disturbance
models. Strict reliance upon a wholly random gust model for a small-sample, short-term task evaluation is
both impractical and improper. As investigators and evaluators, we desire to control disturbances well
enough so that critical conditions and events can be staged. especially in the case of manned simulation
This demands a fair degree of model determinism. On the other hand, pilot surprise and sensitivity to
variation on call for a degree of randomness. Therefore a compromise must be reached. This blending
deserves to be addressed in a systematic way. but sometimes solutions must be based upon experience
more than clear rationale.
VERIFICATION LESSONS LEARNED
701
MIL-STD-1797A
APPENDIX A
For altitudes below 1750 ft, the turbulence velocity components ug, vg, and wg are to be taken along axes
corresponding to ug aligned along the horizontal relative mean wind vector and wg vertical.
REQUIREMENT RATIONALE (4.9.3)
The related MIL-F-8785C requirement is paragraph 3.7.5.
This requirement is included to insure proper implementation of the disturbance model.
REQUIREMENT GUIDANCE
This requirement is included simply as a reminder of a few key points; it is not intended to be a
comprehensive guide. See 5.9.2 Guidance. It is believed that the level of competence of the majority of
users is such that further guidance is not necessary.
REQUIREMENT LESSONS LEARNED
702
MIL-STD-1797A
APPENDIX B
∑ [(gain ]
ωn
20
− gainLOS ) + 0.02(phaseHOS − phaseLOS )
2 2
HOS
n ω1
where
gain is in dB
phase is in degrees
ω denotes the input frequency
n is the number of discrete frequencies
When analytical data are used, the frequencies (at least ten per decade) shall be equi-spaced on the log
scale. When experimental data are used, the low-order system shall be matched as closely as possible to
the data at the experimental frequencies. The frequency range of the matching - and the frequency
content of the input - shall be sufficient for an accurate determination of all the specified parameters of the
equivalent low-order system.
The weighting between gain and phase is such that 1 dB of gain mismatch and 7 degrees of phase
mismatch have equal significance in the total mismatch function. In practice the results have been found
to be very insensitive to this weighting. For example, a value of 0.01745 (which appears to be a degrees-
to-radians correction factor but actually is not) has been reported in the literature. This will not produce
materially different results than will 0.02. Experience with one matching program is reproduced in the
following excerpt from a McDonnell paper in Journal R.Ae.S., February 1976:
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APPENDIX B
The nominal value of W [weighting] in the cost function was 0.01745. Some runs were
made with W = (0.01745)2, so that equal weight could be assigned to gain (dB) and
phase (radians) mismatches. This produced matches which were qualitatively judged to
weight gain too heavily, and using 0.01745 instead produced matches which were a good
balance between gain and phase for Neal and Smith's configurations. In fact, the
parameter values were fairly insensitive to weighting coefficient choice, as indicated in
the following table, which illustrates the effects of W changes for configuration 2-H.
W τ ωsp ζsp Lα Kq
The factor 20/n does not affect the equivalent parameters. It is included as a convenience to allow the
mismatch function value to be compared with similarly defined mismatches in the literature.
When different responses are matched simultaneously (for example, roll rate to stick force and sideslip to
rudder), each response shall have equal significance (magnitude difference in decibels). However, note
that the minimum value of the total mismatch function will usually occur with numerically unequal gain and
phase mismatches and unequal mismatches for different responses.
Modal parameters common to two responses shall be constrained to be identical. For example, the dutch
roll mode shall have the same damping and frequency in the roll and sideslip responses. This
requirement may be waived by the procuring activity if necessary for vehicles with flight control systems
which utilize more than the conventional number of independent force and moment producers.
In the discussion of equivalent systems in 4.2.1.2 Guidance, mismatch envelopes are shown as a guide
to determining whether a mismatch is allowable. The envelopes are defined as functions of the Laplace
variable, s, as follows:
Upper Gain Envelope:
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APPENDIX B
These envelopes are to be used only after the matching process has been performed. Normally,
mismatches will be far smaller than those the envelopes allow.
Components of computer program
The basic components of an equivalent systems computer program which is currently used by the U.S.
Government are shown in the following simplified flow chart (figure 271). The broken lines enclose three
separate subroutines which are briefly described below.
Input -- The Input section establishes the high-order response and the initial guesses for its low-
order system. It accounts for elements that are held constant (e.g., the short-period pitch numerator root,
1/ TΘ 2 ). If two systems are matched simultaneously, the objective vector would consist of two frequency
responses and the search vector of two sets of transfer function coefficients. In addition the Input section
also sets the frequency range, number of frequencies, and number of iterations.
Search -- The Search section manipulates the search vector to make its frequency response
approximate the objective vector. It is made up of four subsections: a search algorithm containing a
minimization strategy, a cost function, a frequency response calculator, and a set of convergence criteria.
The search algorithm is a general-purpose, multi-variable optimization routine which will attempt to
minimize any cost function by varying a search vector. A modified Rosenbrock search routine is used in
the example program, although a wide variety of possible methods exists. Figure 273 is a flow chart of the
Rosenbrock routine used - A more detailed description is in Optimization -- Theory and Practice by G. S
G Beveridge and R. S. Schechter. The cost or mismatch function, described previously in this appendix,
is a scalar sum of the squares of gain and phase differences between the low- and high-order frequency
responses. The cost function subsection requires the frequency response of the current low-order system
in order to calculate the mismatch. The convergence criteria determine whether an optimum match has
been found. In the example program, convergence is considered optimum when the search vector
changes by less than 0.001 percent between iterations.
Output -- This section presents the results of the Search section to the user. The final optimum
low-order system, the mismatch, and frequency responses of the high- and low-order systems are
primary outputs.
The preceding example was intended to show how equivalent systems can be calculated, not how they
must be. Although the example is based on an actual working program, the number of possible, equally
good programs is limited only by the number and creativity of prospective users.
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APPENDIX B
FIGURE 271. Simplified flow chart for equivalent system computer program.
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707
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APPENDIX C
BACKGROUND INFORMATION AND CROSS REFERENCE
Although the term “flying qualities” is fairly descriptive in itself, W. H. Phillips' definition (NACA Report
927) is still apt:
The flying qualities of an airplane are defined as the stability and control characteristics
that have an important bearing on the safety of flight and on the pilots' impressions of the
ease of flying an airplane in steady flight and in maneuvers.
So is Cooper and Harper's definition (NASA TN D-5153) of the synonymous term, handling qualities:
Those qualities or characteristics of an aircraft that govern the ease and precision with
which a pilot is able to perform the tasks required in support of an aircraft role.
Cooper and Harper state further that the context is important:
The term "handling qualities" requires clear definition in order to emphasize that it
includes more than just stability and control characteristics. Other factors that influence
the handling qualities are the cockpit interface (e.g., displays, controls), the aircraft
environment (e.g., weather conditions, visibility, turbulence) and stress, the effects of
which cannot readily be segregated. Thus in most tests, handling qualities are really
being evaluated in the aggregate.
Flying qualities encompass whatever is involved in flying the aircraft (and in piloting it on the ground)
safely and in performance of operational missions, from the point of view of the pilot. To the extent
possible, the specification translates these operational needs into terms of aircraft performance-type
parameters that have been correlated with safety and mission effectiveness.
This standard is to be used to procure aircraft, which are to be flown by the available cadre of military
pilots. Specification of design parameters such as tail size or stability derivatives is not allowed, for good
reason: these details, far removed from mission effectiveness, are the province of the designer. On the
other hand, mission performance terms such as probability of kill or touchdown dispersion are not
acceptable parameters for specifying flying qualities. These are too dependent on other subsystems, and
on pilots who vary among themselves and even from run to run (for example, AFFTC has found the
Handling Qualities During Tracking (HQDT) technique an excellent way to discover handling problems.
Pilot comments are consistent, but run-to-run variability makes the measured performance useless).
Requirements in these terms also give little design guidance, and compliance cannot be verified until
flight test, years after the design is frozen.
If we can derive a sufficiently validated, accepted pilot model, we might be able to state flying qualities
requirements very simply: within this range of pilot model parameters. this performance must be
achieved. For the present, however, we Continue the historical approach of specifying, to the extent
practicable, aircraft response characteristics which will provide the pilots a safe, effective means of
performing the intended missions.
This standard defines a general framework that permits tailoring each requirement according to:
1) The kind of aircraft (Mission and Class)
2) The job to be done (Flight Phase and Flight Envelope)
3) How well the job must be done (State and Level)
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The framework then comprises the scope and application described in this appendix and these
paragraphs:
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APPENDIX C
accuracy of their failure probability analysis because of the inaccuracy in the system
component failure rate data available in the open literature. Looking back on the
application of MIL-F-8785B in this particular study, ______ concludes that it was by no
means as big a problem as had been anticipated, and that the benefits throughout the
service life of the airplane would have more than compensated for the additional design
effort required. They would recommend no changes to MIL-F-8785B based on their
experience in this application of the specification. (Wilson)
The first draft of this handbook, AFWAL-TR-3081, Vol. II, has been widely reviewed and extensively
revised, and a second round of industry and service review conducted prior to adoption of this document.
Scope
This standard establishes the requirements and verifications for flying and ground handling qualities. It is
intended to assure flying qualities for adequate mission performance and flight safety regardless of the
design implementation, flight control system augmentation, or impact of other related subsystems.
The scope is essentially unchanged from that of MIL-F-8785C paragraph 1.1. The requirements are not
aimed at unconventional aircraft such as helicopters, V/STOL, or re-entry vehicles, but many of the
requirements may be found to apply reasonably well to those aircraft in specific instances. Separate flying
qualities specifications are being prepared for helicopters, and we plan to extend coverage to STOL
aircraft. Remotely piloted vehicles are not covered. The emphasis is on the complete aircraft, including its
flight control system (and other subsystems) to the extent that they impact flying qualities. Such related
subsystems might be propulsion, fuel, electrical, hydraulic, fire control,...
Flying qualities requirements for civil aircraft, e.g. Parts 23, 25, etc. of the Federal Aviation Regulations,
generally are intended to regulate only the flight safety of the aircraft certificated. Suitability for the
intended use is determined by the buyer. In practice, however, manufacturers of transport aircraft consult
extensively with potential customers in designing both new aircraft and modifications to current models.
The military services are customers, rather than regulators, when buying aircraft. When the procuring
activity pays for the design, no suitable craft being available, it has been found necessary since the 1940s
to specify flying qualities in some detail in the contract, in order to assure suitability for the intended
missions as well as flight safety. Military Specifications/Standards have also served as criteria by which to
judge the suitability of already-developed aircraft for intended military or civil uses, even in the absence of
any contractually binding flying qualities requirements.
Application
The flying qualities of the proposed or contracted aircraft are to be in accordance with the provisions of
MIL-STD-1797. The requirements apply as stated to the combination of airframe and related subsystems.
Stability augmentation and control augmentation are specifically to be included when provided in the
aircraft. The change here pertains to the way in which the requirements are now organized, i.e., by axis
The Standard applies to that system which the pilot controls and which responds to disturbances.
The Standard is used in a number of ways, for several purposes, by people with varied interests. It also
treats a rather complicated subject. Thus no one organization of the material will be found optimum by
any particular user. This change from the order of presentation in MIL-F-8785C is an attempt to facilitate
use .
It has always been the intent that flying qualities requirements apply to the system that the pilot “sees", or
feels. This intent, which has been implicit, has been made explicit because of questions arising out of use
of more elaborate stability and control augmentation systems.
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APPENDIX C
Additional insight on the intended application of this standard is given in MIL-F-8785C Intended use:
This specification contains the handling qualities requirements for piloted aircraft and
forms one of the bases for determination by the procuring activity of aircraft acceptability.
The specification consists of requirements in terms of criteria for use in stability and
control calculations, analysis of wind tunnel test results, simulator evaluations, flight
testing, etc. The requirements should be met as far as possible by providing an inherently
good basic airframe. Cost, performance, reliability, maintenance, etc. tradeoffs are
necessary in determining the proper balance between basic airframe characteristics and
augmented dynamic response characteristics. The contractor should advise the procuring
activity of any significant design penalties which may result from meeting any particular
requirement.
Because changes become more difficult and costly to make as the design progresses, a specific review
early in the program will be found very helpful in assessing the impact of design penalties imposed by the
flying qualities requirements. Also, to assure adequate instrumentation and testing for verification it is
important to involve the responsible test organization from the early stages.
Other factors
Changes of mechanical gearings and stability augmentation gains in the primary flight control system are
sometimes accomplished by scheduling the changes as a function of the settings of secondary control
devices, such as naps or wing sweep. This practice is generally acceptable, but gearings and gains
normally should not be scheduled as a function of trim control settings since pilots do not always keep
aircraft in trim.
Secondary effects of engine operations may have an important bearing on flying qualities and should not
be overlooked in design. These considerations include: the influence of engine gyroscopic moments on
Aink airframe dynamic motions; the effects of engine operations (including flameout and intentional
shutdown) on characteristics of flight at high angle of attack; and the reduction at low rpm of engine-
derived power for operating the flight control system.
Since aeroelasticity, control equipment and structural dynamics may exert an important influence on the
aircraft flying qualities, such effects should not be overlooked in calculations or analyses directed toward
investigation of compliance with the requirements of this standard.
Some of the important mechanical characteristics of control systems (including servo valves and
actuators) are: friction and preload, lost motion, flexibility, mass imbalance and inertia, nonlinear gearing,
and rate limiting. Requirements for some of these characteristics are given, but meeting those separate
requirements will not necessarily ensure that the overall system will be adequate; the mechanical
characteristics must be compatible with the nonmechanical portions of the control system and with the
airframe dynamic characteristics.
Simulation is only as good as its accuracy in representing the aircraft, the task, and the environment. As a
verification tool it must faithfully represent the aircraft characteristics being evaluated. Thus, in the end
flight-validated aerodynamic data and an accurate representation of the flight control system are
necessary. Even so, less than real-world visual and motion cues can be expected to influence pilots'
evaluations of some characteristics in ground-based simulators. In any case the evaluation can be no
better than the input data and the evaluation tasks. (Also, see RAE Rpt Aero 2688 and RAE-TR-68022.)
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APPENDIX C
712
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APPENDIX C
Verification
"Quality Assurance”' was presented as section 4 in MIL-F-8785C. Inasmuch as quality assurance
contains the acceptable methods for demonstrating compliance with the requirement, in the handbook
(Appendix A to this standard) "Verification" (section 5 of the MIL Standard) for each flying qualities
requirement immediately follows the requirement rather than being part of a separate section 5 of the
handbook.
In the handbook, the rationale for each verification requirement gives guidance on verification techniques,
while the verification guidance offers help in selecting critical flight conditions. Equations offered there are
such helps; they are generally approximations applicable to conventional designs and as such are not
suitable for more than preliminary verification.
The verification requirements of this standard are quite general. Typically, different types and levels of
verification are appropriate at various stages: conceptual design, preliminary design, detail design, and
flight test. As the design progresses, the aircraft will become better defined through wind tunnel tests,
subsystem definition, more detailed analyses, and component testing, simulation, and flight testing. While
all the requirements must be checked, emphasis should be on (a) the most critical requirements and flight
conditions for a particular mission and configuration and (b) verification methods appropriate to the quality
of the data.
In flight testing, constraints due to cost, hazard, or practicality, and emphasis on operational capability,
generally will preclude quantitative verification of compliance with more than a selected sample of the
requirements. For those conditions too hazardous or impractical to attempt, evaluation should be
accomplished on a validated simulator. For the rest, qualitative evaluations can be used to indicate
problem areas that need more detailed investigation; and parameter identification techniques can validate
or update the analytical model upon which the flying qualities predictions were based. One technique
used to evaluate aircraft response characteristics and concurrently verify compliance with requirements is
Handling Qualities During Tracking, as reported by Twisdale and Franklin in AFFTC-TD-75-1.
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APPENDIX C
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APPENDIX C
3.1.10.1 Requirements for Airplane Normal 4.1.6.1, 4.1.7.3, 4.1.7.4 108, 114, 123
States
3.1.10.2 Requirements for Airplane Failure 4.1.7.3 114
States
3.1.10.2.1 Requirements for specific failures 4.1.7.4 123
3.1.10.3.1 Ground operation and terminal 4.1.6.3 108
Flight Phases
3.1.10.3.2 When Levels are not specified 4.1.7.5 126
3.1.10.3.3 Flight outside the Service Flight 4.1.6.2, 4.1.7.6 108, 127
Envelope
3.1.11 Interpretation of subjective 4.1.9 130
requirements
3.1.12 Interpretation of quantitative 4.1.10, 4.2.1.2, 131, 171,
requirements 4.5.1.5, 4.6.1.1 419, 515
3.2.1.1 Longitudinal static stability 4.4.1 370
3.2.1.1.1 Relaxation in transonic flight 4.4.1.1 375
3.2.1.1.2 Pitch control force variations during 4.2.8.3 326
rapid speed changes
3.2.1.2 Phugoid stability 4.2.1.1 167
3.2.1.3 Flight-path stability 4.3.1.2 357
3.2.2.1 Short-period response 4.2.1.2 171
3.2.2.1.1 Short-period frequency and 4.2.1.2 171
acceleration sensitivity
3.2.2.1.2 Short-period damping 4.2.1.2 171
3.2.2.1.3 Residual oscillations 4.1.11.7, 4.2.3 153, 276
3.2.2.2 Control feel and stability in 4.2.8.1, 4.2.9.2 302, 351
maneuvering flight at constant
speed
3.2.2.2.1 Control forces in maneuvering flight 4.2.8.1 302
3.2.2.2.2 Control motions in maneuvering 4.2.8.4, 4.2.9.2 327, 351
flight
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APPENDIX C
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APPENDIX C
717
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APPENDIX C
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APPENDIX C
719
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APPENDIX C
720
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APPENDIX C
721
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APPENDIX C
722
STANDARDIZATION DOCUMENT IMPROVEMENT PROPOSAL
INSTRUCTIONS
1. The preparing activity must complete blocks 1, 2, 3, and 8. In block 1, both the document number and revision letter should be
given.
2. The submitter of this form must complete blocks 4, 5, 6, and 7.
3. The preparing activity must provide a reply within 30 days from receipt of the form.
NOTE: This form may not be used to request copies f documents, nor to request waivers, or clarification of requirements on
current contracts. Comments submitted on this form do not constitute or imply authorization to waiver any portion of the
referenced document(s) or to amend contractural requirements.
I RECOMMEND A CHANGE: 1. DOCUMENT NUMBER 2. DOCUMENT DATE (YYMMDD)
MIL-STD-1797A 900130
3. DOCUMENT TITLE
FLYING QUALITIEIS OF PILOTED AIRCRAFT
4. NATURE OF CHANGE (Identify paragraph number and include proposed rewrite, if possible. Attach extra sheets as needed.)
6. SUBMITTER
a. NAME (Last, Middle Initial) b. ORGANIZATION
c. ADDRESS (include Zip Code) d. TELEPHONE (Include Area Code e. DATE SUBMITTED
(1) Commercial (YYMMDD)
(2) AUTOVON
(If applicable)
8. PREPARING ACTIVITY
a. NAME b. TELEPHONE (Include Area Code
ASC/ENSI (AF-11) (1) Commercial (2) AUTOVON
(513)255-6281 785-6281
c. ADDRESS (Include Zip Code) IF YOU DO NOT RECEIVE A REPLY WITHIN 45 DAYS, CONTACT:
ASC/ENSI BLDG 560
2530 LOOP ROAD W Defense Quality and Standardization Office
WRIGHT-PATTERSON AFB OH 45433-7101 5203 Leesburg Pike, Suite 1403, Falls Church, VA 22041-3466
Telephone (703) 756-2340 AUTOVON 289-2340